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 | $25,965 | $167,307-84.5% | $143,757-81.9% | $134,475-80.7% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | -22.33% | 0.46%-22.8pp | -0.04%-22.3pp | 417.96%-440.3pp |
| Employer contribution / active EE | $1,528 | $5,619-72.8% | $4,951-69.1% | $4,740-67.8% |
| Participant deferral / active EE | $5,433 | $6,446-15.7% | $5,637-3.6% | $6,400-15.1% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |