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 7-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 | $48,412 | $74,888-35.4% | $71,209-32.0% | $142,382-66.0% |
| Participation rate | 36.4% | 76.2%-39.9pp | 73.8%-37.4pp | 80.1%-43.8pp |
| Annual return | -37.14% | 345.14%-382.3pp | 282.51%-319.7pp | 217.08%-254.2pp |
| Employer contribution / active EE | $651 | $2,854-77.2% | $2,721-76.1% | $4,299-84.9% |
| Participant deferral / active EE | $629 | $4,454-85.9% | $4,175-84.9% | $6,507-90.3% |
| Admin fee / account holder | $279 | $5,568-95.0% | $5,349-94.8% | $12,624-97.8% |