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 | $14,700 | $138,044-89.4% | $125,339-88.3% | $134,475-89.1% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -23.11% | 750.33%-773.4pp | 572.05%-595.2pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,014 | $5,243-80.7% | $4,814-78.9% | $4,740-78.6% |
| Participant deferral / active EE | $5,061 | $7,799-35.1% | $7,446-32.0% | $6,400-20.9% |
| Admin fee / account holder | $134 | $11,571-98.8% | $10,010-98.7% | $11,426-98.8% |