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 | $30,068 | $138,065-78.2% | $123,544-75.7% | $135,375-77.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -9.52% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $4,263 | $5,151-17.2% | $4,628-7.9% | $4,779-10.8% |
| Participant deferral / active EE | $7,383 | $6,799+8.6% | $6,426+14.9% | $5,609+31.6% |
| Admin fee / account holder | $52 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |