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 | $218,681 | $65,409+234.3% | $98,442+122.1% | $85,850+154.7% |
| Participation rate | 42.3% | 65.0%-22.7pp | 73.3%-31.0pp | 69.3%-27.0pp |
| Annual return | 8.28% | 21.76%-13.5pp | 1492.73%-1484.4pp | 318.53%-310.2pp |
| Employer contribution / active EE | $1,279 | $2,168-41.0% | $2,960-56.8% | $2,565-50.2% |
| Participant deferral / active EE | $1,930 | $3,166-39.0% | $4,276-54.9% | $3,952-51.2% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |