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 7-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 | $46,836 | $142,344-67.1% | $119,609-60.8% | $134,475-65.2% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -24.10% | -12.44%-11.7pp | -14.97%-9.1pp | 417.96%-442.1pp |
| Employer contribution / active EE | $4,293 | $5,222-17.8% | $4,232+1.5% | $4,740-9.4% |
| Participant deferral / active EE | $4,293 | $6,469-33.6% | $5,602-23.4% | $6,400-32.9% |
| Admin fee / account holder | $256 | $13,584-98.1% | $10,323-97.5% | $11,426-97.8% |