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 | $21,291 | $92,703-77.0% | $82,719-74.3% | $134,475-84.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -27.51% | 944.92%-972.4pp | 701.18%-728.7pp | 417.96%-445.5pp |
| Employer contribution / active EE | $1,847 | $3,274-43.6% | $3,009-38.6% | $4,740-61.0% |
| Participant deferral / active EE | $5,327 | $4,802+10.9% | $4,395+21.2% | $6,400-16.8% |
| Admin fee / account holder | $96 | $5,983-98.4% | $5,329-98.2% | $11,426-99.2% |