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 5-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 | $13,373 | $84,402-84.2% | $61,373-78.2% | $134,475-90.1% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -25.69% | 584.55%-610.2pp | 338.61%-364.3pp | 417.96%-443.7pp |
| Employer contribution / active EE | $427 | $1,544-72.4% | $1,159-63.2% | $4,740-91.0% |
| Participant deferral / active EE | $2,797 | $2,819-0.8% | $2,125+31.6% | $6,400-56.3% |
| Admin fee / account holder | $20 | $2,585-99.2% | $2,130-99.1% | $11,426-99.8% |