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 | $11,373 | $93,024-87.8% | $77,024-85.2% | $134,475-91.5% |
| Participation rate | 42.9% | 74.5%-31.6pp | 67.9%-25.0pp | 81.2%-38.4pp |
| Annual return | -44.57% | 62.60%-107.2pp | 42.32%-86.9pp | 417.96%-462.5pp |
| Employer contribution / active EE | $807 | $3,418-76.4% | $2,812-71.3% | $4,740-83.0% |
| Participant deferral / active EE | $3,583 | $5,238-31.6% | $4,426-19.1% | $6,400-44.0% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |