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 | $29,292 | $180,449-83.8% | $154,107-81.0% | $135,375-78.4% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -18.36% | 888.09%-906.5pp | 735.12%-753.5pp | 519.73%-538.1pp |
| Employer contribution / active EE | $2,667 | $6,035-55.8% | $5,298-49.7% | $4,779-44.2% |
| Participant deferral / active EE | $4,868 | $5,806-16.2% | $5,081-4.2% | $5,609-13.2% |
| Admin fee / account holder | $99 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |