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 | $35,259 | $89,753-60.7% | $107,525-67.2% | $84,808-58.4% |
| Participation rate | 23.5% | 68.1%-44.5pp | 75.1%-51.5pp | 68.3%-44.8pp |
| Annual return | -29.65% | 29.48%-59.1pp | 181.32%-211.0pp | 40.90%-70.5pp |
| Employer contribution / active EE | $1,180 | $3,113-62.1% | $3,754-68.6% | $2,631-55.2% |
| Participant deferral / active EE | $2,267 | $4,056-44.1% | $5,116-55.7% | $4,212-46.2% |
| Admin fee / account holder | $60 | $7,222-99.2% | $8,919-99.3% | $7,344-99.2% |