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 8-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 | $24,688 | $71,883-65.7% | $86,677-71.5% | $68,494-64.0% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -19.31% | 3.52%-22.8pp | 35.91%-55.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,801 | $2,173-17.1% | $2,836-36.5% | $2,596-30.6% |
| Participant deferral / active EE | $3,095 | $3,779-18.1% | $4,656-33.5% | $4,027-23.2% |
| Admin fee / account holder | $103 | $6,112-98.3% | $7,493-98.6% | $5,403-98.1% |