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 6-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 | $25,788 | $53,162-51.5% | $91,220-71.7% | $68,494-62.4% |
| Participation rate | 63.3% | 63.2%+0.1pp | 73.2%-9.9pp | 67.9%-4.6pp |
| Annual return | -20.00% | -3.14%-16.9pp | 114.01%-134.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,853 | $1,709+8.4% | $2,850-35.0% | $2,596-28.6% |
| Participant deferral / active EE | $4,059 | $2,974+36.5% | $4,234-4.1% | $4,027+0.8% |
| Admin fee / account holder | $1 | $4,493-100.0% | $5,420-100.0% | $5,403-100.0% |