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 | $197,373 | $93,024+112.2% | $77,024+156.2% | $134,475+46.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -24.63% | 62.60%-87.2pp | 42.32%-66.9pp | 417.96%-442.6pp |
| Employer contribution / active EE | $10,800 | $3,418+216.0% | $2,812+284.0% | $4,740+127.9% |
| Participant deferral / active EE | $12,050 | $5,238+130.1% | $4,426+172.2% | $6,400+88.3% |
| Admin fee / account holder | $40 | $6,944-99.4% | $5,425-99.3% | $11,426-99.6% |