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 | $16,498 | $84,402-80.5% | $61,373-73.1% | $134,475-87.7% |
| Participation rate | 53.3% | 62.2%-8.9pp | 52.6%+0.8pp | 81.2%-27.9pp |
| Annual return | -30.19% | 584.55%-614.7pp | 338.61%-368.8pp | 417.96%-448.2pp |
| Employer contribution / active EE | $1,166 | $1,544-24.5% | $1,159+0.5% | $4,740-75.4% |
| Participant deferral / active EE | $3,609 | $2,819+28.0% | $2,125+69.8% | $6,400-43.6% |
| Admin fee / account holder | $19 | $2,585-99.3% | $2,130-99.1% | $11,426-99.8% |