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 10-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 | $188,623 | $124,319+51.7% | $111,297+69.5% | $167,490+12.6% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 8.05% | 37.44%-29.4pp | 54.65%-46.6pp | 478.56%-470.5pp |
| Employer contribution / active EE | $1,750 | $3,435-49.1% | $2,731-35.9% | $4,837-63.8% |
| Participant deferral / active EE | $7,625 | $5,180+47.2% | $4,487+69.9% | $6,341+20.2% |
| Admin fee / account holder | $8 | $10,618-99.9% | $7,964-99.9% | $12,309-99.9% |