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 | $54,825 | $82,286-33.4% | $68,791-20.3% | $134,475-59.2% |
| Participation rate | 5.3% | 75.1%-69.8pp | 69.0%-63.8pp | 81.2%-76.0pp |
| Annual return | -44.40% | -2.19%-42.2pp | -6.38%-38.0pp | 417.96%-462.4pp |
| Employer contribution / active EE | $1,221 | $3,301-63.0% | $2,655-54.0% | $4,740-74.2% |
| Participant deferral / active EE | $1,079 | $4,739-77.2% | $3,941-72.6% | $6,400-83.1% |
| Admin fee / account holder | $20 | $6,481-99.7% | $4,932-99.6% | $11,426-99.8% |