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 | $154,974 | $111,724+38.7% | $93,606+65.6% | $145,922+6.2% |
| Participation rate | 34.8% | 74.2%-39.4pp | 68.7%-33.9pp | 80.3%-45.5pp |
| Annual return | 6.77% | 202.98%-196.2pp | 133.20%-126.4pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,171 | $3,090-62.1% | $2,420-51.6% | $4,660-74.9% |
| Participant deferral / active EE | $3,088 | $4,912-37.1% | $4,411-30.0% | $6,688-53.8% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |