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 | $7,599 | $93,024-91.8% | $77,024-90.1% | $134,475-94.3% |
| Participation rate | 62.5% | 74.5%-12.0pp | 67.9%-5.4pp | 81.2%-18.7pp |
| Annual return | -26.66% | 62.60%-89.3pp | 42.32%-69.0pp | 417.96%-444.6pp |
| Employer contribution / active EE | $1,533 | $3,418-55.1% | $2,812-45.5% | $4,740-67.6% |
| Participant deferral / active EE | $2,728 | $5,238-47.9% | $4,426-38.4% | $6,400-57.4% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |