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 5-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 | $15,604 | $84,402-81.5% | $61,373-74.6% | $134,475-88.4% |
| Participation rate | 13.0% | 62.2%-49.2pp | 52.6%-39.5pp | 81.2%-68.2pp |
| Annual return | -23.55% | 584.55%-608.1pp | 338.61%-362.2pp | 417.96%-441.5pp |
| Employer contribution / active EE | $225 | $1,544-85.4% | $1,159-80.6% | $4,740-95.2% |
| Participant deferral / active EE | $2,158 | $2,819-23.5% | $2,125+1.5% | $6,400-66.3% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |