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 9-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 | $38,627 | $95,971-59.8% | $74,550-48.2% | $135,375-71.5% |
| Participation rate | 22.2% | 75.7%-53.4pp | 69.1%-46.9pp | 82.6%-60.4pp |
| Annual return | -16.67% | 56.96%-73.6pp | 32.53%-49.2pp | 519.73%-536.4pp |
| Employer contribution / active EE | $704 | $2,716-74.1% | $1,961-64.1% | $4,779-85.3% |
| Participant deferral / active EE | $4,111 | $3,843+7.0% | $3,108+32.3% | $5,609-26.7% |
| Admin fee / account holder | $109 | $6,522-98.3% | $5,060-97.8% | $10,827-99.0% |