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 | $2,299 | $84,402-97.3% | $61,373-96.3% | $134,475-98.3% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -29.29% | 584.55%-613.8pp | 338.61%-367.9pp | 417.96%-447.3pp |
| Employer contribution / active EE | $286 | $1,544-81.5% | $1,159-75.3% | $4,740-94.0% |
| Participant deferral / active EE | $404 | $2,819-85.7% | $2,125-81.0% | $6,400-93.7% |
| Admin fee / account holder | $49 | $2,585-98.1% | $2,130-97.7% | $11,426-99.6% |