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 9-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 | $21,059 | $54,350-61.3% | $82,719-74.5% | $68,494-69.3% |
| Participation rate | 54.1% | 63.9%-9.9pp | 72.6%-18.5pp | 67.9%-13.8pp |
| Annual return | -20.50% | -13.67%-6.8pp | 701.18%-721.7pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,237 | $2,218-44.2% | $3,009-58.9% | $2,596-52.4% |
| Participant deferral / active EE | $2,070 | $3,246-36.2% | $4,395-52.9% | $4,027-48.6% |
| Admin fee / account holder | $245 | $4,395-94.4% | $5,329-95.4% | $5,403-95.5% |