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 10-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 | $18,266 | $190,805-90.4% | $159,960-88.6% | $134,475-86.4% |
| Participation rate | 52.9% | 81.9%-29.0pp | 78.0%-25.0pp | 81.2%-28.3pp |
| Annual return | -34.46% | 552.23%-586.7pp | 408.60%-443.1pp | 417.96%-452.4pp |
| Employer contribution / active EE | $717 | $4,995-85.6% | $4,226-83.0% | $4,740-84.9% |
| Participant deferral / active EE | $2,700 | $6,923-61.0% | $6,182-56.3% | $6,400-57.8% |
| Admin fee / account holder | $256 | $10,471-97.6% | $8,698-97.1% | $11,426-97.8% |