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 | $20,713 | $133,958-84.5% | $112,228-81.5% | $134,475-84.6% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | -34.00% | 47.11%-81.1pp | 27.45%-61.4pp | 417.96%-452.0pp |
| Employer contribution / active EE | $817 | $4,038-79.8% | $3,635-77.5% | $4,740-82.8% |
| Participant deferral / active EE | $6,582 | $5,291+24.4% | $4,728+39.2% | $6,400+2.9% |
| Admin fee / account holder | $105 | $7,489-98.6% | $6,410-98.4% | $11,426-99.1% |