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 | $12,877 | $133,958-90.4% | $112,228-88.5% | $134,475-90.4% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -29.09% | 47.11%-76.2pp | 27.45%-56.5pp | 417.96%-447.1pp |
| Employer contribution / active EE | $1,352 | $4,038-66.5% | $3,635-62.8% | $4,740-71.5% |
| Participant deferral / active EE | $4,242 | $5,291-19.8% | $4,728-10.3% | $6,400-33.7% |
| Admin fee / account holder | $174 | $7,489-97.7% | $6,410-97.3% | $11,426-98.5% |