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 | $28,241 | $167,307-83.1% | $143,757-80.4% | $134,475-79.0% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -38.32% | 0.46%-38.8pp | -0.04%-38.3pp | 417.96%-456.3pp |
| Employer contribution / active EE | $7,520 | $5,619+33.8% | $4,951+51.9% | $4,740+58.7% |
| Participant deferral / active EE | $8,545 | $6,446+32.6% | $5,637+51.6% | $6,400+33.5% |
| Admin fee / account holder | $191 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |