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 | $1,767 | $84,402-97.9% | $61,373-97.1% | $134,475-98.7% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -27.76% | 584.55%-612.3pp | 338.61%-366.4pp | 417.96%-445.7pp |
| Employer contribution / active EE | $591 | $1,544-61.7% | $1,159-49.0% | $4,740-87.5% |
| Participant deferral / active EE | $865 | $2,819-69.3% | $2,125-59.3% | $6,400-86.5% |
| Admin fee / account holder | $102 | $2,585-96.1% | $2,130-95.2% | $11,426-99.1% |