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 | $65,283 | $167,307-61.0% | $143,757-54.6% | $134,475-51.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -26.49% | 0.46%-26.9pp | -0.04%-26.4pp | 417.96%-444.5pp |
| Employer contribution / active EE | $1,752 | $5,619-68.8% | $4,951-64.6% | $4,740-63.0% |
| Participant deferral / active EE | $4,297 | $6,446-33.3% | $5,637-23.8% | $6,400-32.9% |
| Admin fee / account holder | $63 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |