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 | $19,726 | $190,805-89.7% | $159,960-87.7% | $134,475-85.3% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -29.47% | 552.23%-581.7pp | 408.60%-438.1pp | 417.96%-447.4pp |
| Employer contribution / active EE | $3,369 | $4,995-32.6% | $4,226-20.3% | $4,740-28.9% |
| Participant deferral / active EE | $7,320 | $6,923+5.7% | $6,182+18.4% | $6,400+14.4% |
| Admin fee / account holder | $19 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |