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 | $15,356 | $69,010-77.7% | $159,960-90.4% | $68,494-77.6% |
| Participation rate | 57.1% | 65.4%-8.3pp | 78.0%-20.8pp | 67.9%-10.7pp |
| Annual return | -21.05% | -9.65%-11.4pp | 408.60%-429.7pp | -7.84%-13.2pp |
| Employer contribution / active EE | $2,210 | $2,213-0.1% | $4,226-47.7% | $2,596-14.9% |
| Participant deferral / active EE | $3,763 | $4,212-10.7% | $6,182-39.1% | $4,027-6.6% |
| Admin fee / account holder | $274 | $4,798-94.3% | $8,698-96.8% | $5,403-94.9% |