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 5-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 | $13,583 | $133,958-89.9% | $112,228-87.9% | $134,475-89.9% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -21.09% | 47.11%-68.2pp | 27.45%-48.5pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,150 | $4,038-71.5% | $3,635-68.4% | $4,740-75.7% |
| Participant deferral / active EE | $2,321 | $5,291-56.1% | $4,728-50.9% | $6,400-63.7% |
| Admin fee / account holder | $21 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |