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 7-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 | $20,525 | $100,754-79.6% | $86,677-76.3% | $134,475-84.7% |
| Participation rate | 55.6% | 78.9%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -20.91% | 29.04%-49.9pp | 35.91%-56.8pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,245 | $3,489-64.3% | $2,836-56.1% | $4,740-73.7% |
| Participant deferral / active EE | $2,087 | $5,338-60.9% | $4,656-55.2% | $6,400-67.4% |
| Admin fee / account holder | $82 | $10,926-99.2% | $7,493-98.9% | $11,426-99.3% |