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 | $18,798 | $67,331-72.1% | $60,874-69.1% | $134,475-86.0% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.1%-48.1pp | 81.2%-56.2pp |
| Annual return | -22.04% | 49.93%-72.0pp | 16.90%-38.9pp | 417.96%-440.0pp |
| Employer contribution / active EE | $662 | $3,096-78.6% | $2,701-75.5% | $4,740-86.0% |
| Participant deferral / active EE | $1,323 | $4,538-70.9% | $3,817-65.3% | $6,400-79.3% |
| Admin fee / account holder | $198 | $4,582-95.7% | $3,224-93.9% | $11,426-98.3% |