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 | $28,125 | $133,958-79.0% | $112,228-74.9% | $134,475-79.1% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -21.85% | 47.11%-69.0pp | 27.45%-49.3pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,035 | $4,038-74.4% | $3,635-71.5% | $4,740-78.2% |
| Participant deferral / active EE | $3,517 | $5,291-33.5% | $4,728-25.6% | $6,400-45.0% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |