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 | $71,966 | $95,862-24.9% | $79,550-9.5% | $134,475-46.5% |
| Participation rate | 53.3% | 75.0%-21.7pp | 69.5%-16.2pp | 81.2%-27.9pp |
| Annual return | -24.47% | -2.69%-21.8pp | 0.16%-24.6pp | 417.96%-442.4pp |
| Employer contribution / active EE | $1,022 | $3,128-67.3% | $2,413-57.7% | $4,740-78.4% |
| Participant deferral / active EE | $3,494 | $4,693-25.5% | $3,985-12.3% | $6,400-45.4% |
| Admin fee / account holder | $196 | $9,126-97.9% | $6,832-97.1% | $11,426-98.3% |