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 | $28,691 | $138,044-79.2% | $125,339-77.1% | $134,475-78.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -27.26% | 750.33%-777.6pp | 572.05%-599.3pp | 417.96%-445.2pp |
| Employer contribution / active EE | $5,539 | $5,243+5.6% | $4,814+15.1% | $4,740+16.9% |
| Participant deferral / active EE | $5,637 | $7,799-27.7% | $7,446-24.3% | $6,400-11.9% |
| Admin fee / account holder | $18 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |