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 | $202,774 | $138,065+46.9% | $123,544+64.1% | $135,375+49.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -9.30% | 153.68%-163.0pp | 119.20%-128.5pp | 519.73%-529.0pp |
| Employer contribution / active EE | $8,025 | $5,151+55.8% | $4,628+73.4% | $4,779+67.9% |
| Participant deferral / active EE | $8,409 | $6,799+23.7% | $6,426+30.9% | $5,609+49.9% |
| Admin fee / account holder | -$225 | $10,916-102.1% | $9,284-102.4% | $10,827-102.1% |