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 8-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 | $59,092 | $167,307-64.7% | $143,757-58.9% | $134,475-56.1% |
| Participation rate | 22.2% | 84.8%-62.6pp | 80.3%-58.1pp | 81.2%-59.0pp |
| Annual return | -29.56% | 0.46%-30.0pp | -0.04%-29.5pp | 417.96%-447.5pp |
| Employer contribution / active EE | $1,502 | $5,619-73.3% | $4,951-69.7% | $4,740-68.3% |
| Participant deferral / active EE | $4,574 | $6,446-29.0% | $5,637-18.9% | $6,400-28.5% |
| Admin fee / account holder | $172 | $18,088-99.0% | $14,673-98.8% | $11,426-98.5% |