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 | $144,939 | $110,809+30.8% | $86,874+66.8% | $167,490-13.5% |
| Participation rate | 33.3% | 75.8%-42.5pp | 71.6%-38.3pp | 82.1%-48.8pp |
| Annual return | 1.26% | 116.98%-115.7pp | 63.52%-62.3pp | 478.56%-477.3pp |
| Employer contribution / active EE | $703 | $3,244-78.3% | $2,495-71.8% | $4,837-85.5% |
| Participant deferral / active EE | $3,462 | $4,546-23.8% | $3,699-6.4% | $6,341-45.4% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |