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 | $28,971 | $133,958-78.4% | $112,228-74.2% | $134,475-78.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -29.25% | 47.11%-76.4pp | 27.45%-56.7pp | 417.96%-447.2pp |
| Employer contribution / active EE | $2,413 | $4,038-40.3% | $3,635-33.6% | $4,740-49.1% |
| Participant deferral / active EE | $7,702 | $5,291+45.6% | $4,728+62.9% | $6,400+20.4% |
| Admin fee / account holder | $183 | $7,489-97.6% | $6,410-97.1% | $11,426-98.4% |