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 | $8,524 | $81,625-89.6% | $58,482-85.4% | $139,434-93.9% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | -10.54% | 7404.20%-7414.7pp | 4239.32%-4249.9pp | 372.94%-383.5pp |
| Employer contribution / active EE | $903 | $1,398-35.4% | $1,053-14.3% | $4,751-81.0% |
| Participant deferral / active EE | $1,186 | $2,557-53.6% | $1,924-38.4% | $6,710-82.3% |
| Admin fee / account holder | $41 | $3,265-98.7% | $2,516-98.4% | $11,403-99.6% |