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 4-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 | $23,768 | $73,004-67.4% | $90,749-73.8% | $68,494-65.3% |
| Participation rate | 36.6% | 70.8%-34.2pp | 75.7%-39.1pp | 67.9%-31.3pp |
| Annual return | -24.75% | -13.81%-10.9pp | -12.16%-12.6pp | -7.84%-16.9pp |
| Employer contribution / active EE | $1,556 | $2,193-29.0% | $2,921-46.7% | $2,596-40.1% |
| Participant deferral / active EE | $2,083 | $3,627-42.6% | $4,564-54.4% | $4,027-48.3% |
| Admin fee / account holder | $20 | $5,896-99.7% | $8,445-99.8% | $5,403-99.6% |