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 | $16,092 | $45,863-64.9% | $77,024-79.1% | $68,494-76.5% |
| Participation rate | 63.9% | 55.9%+8.0pp | 67.9%-4.0pp | 67.9%-4.0pp |
| Annual return | -20.20% | 1.72%-21.9pp | 42.32%-62.5pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,436 | $1,650-12.9% | $2,812-48.9% | $2,596-44.7% |
| Participant deferral / active EE | $3,015 | $2,962+1.8% | $4,426-31.9% | $4,027-25.1% |
| Admin fee / account holder | $191 | $3,041-93.7% | $5,425-96.5% | $5,403-96.5% |