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 | $16,177 | $92,703-82.5% | $82,719-80.4% | $134,475-88.0% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -24.72% | 944.92%-969.6pp | 701.18%-725.9pp | 417.96%-442.7pp |
| Employer contribution / active EE | $3,719 | $3,274+13.6% | $3,009+23.6% | $4,740-21.5% |
| Participant deferral / active EE | $7,982 | $4,802+66.2% | $4,395+81.6% | $6,400+24.7% |
| Admin fee / account holder | $67 | $5,983-98.9% | $5,329-98.7% | $11,426-99.4% |