See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,746 | $92,703-73.3% | $82,719-70.1% | $134,475-81.6% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -22.81% | 944.92%-967.7pp | 701.18%-724.0pp | 417.96%-440.8pp |
| Employer contribution / active EE | $560 | $3,274-82.9% | $3,009-81.4% | $4,740-88.2% |
| Participant deferral / active EE | $969 | $4,802-79.8% | $4,395-78.0% | $6,400-84.9% |
| Admin fee / account holder | $156 | $5,983-97.4% | $5,329-97.1% | $11,426-98.6% |