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 6-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 | $74,358 | $167,307-55.6% | $143,757-48.3% | $134,475-44.7% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -30.99% | 0.46%-31.4pp | -0.04%-30.9pp | 417.96%-449.0pp |
| Employer contribution / active EE | $5,440 | $5,619-3.2% | $4,951+9.9% | $4,740+14.8% |
| Participant deferral / active EE | $6,514 | $6,446+1.1% | $5,637+15.6% | $6,400+1.8% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |