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 6-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 | $26,344 | $167,307-84.3% | $143,757-81.7% | $134,475-80.4% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -21.72% | 0.46%-22.2pp | -0.04%-21.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,070 | $5,619-63.2% | $4,951-58.2% | $4,740-56.3% |
| Participant deferral / active EE | $11,172 | $6,446+73.3% | $5,637+98.2% | $6,400+74.6% |
| Admin fee / account holder | $71 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |