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 | $192,473 | $165,335+16.4% | $149,696+28.6% | $158,922+21.1% |
| Participation rate | 16.7% | 84.6%-67.9pp | 82.5%-65.8pp | 82.0%-65.3pp |
| Annual return | 7.02% | 348.15%-341.1pp | 276.60%-269.6pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,290 | $5,103-74.7% | $4,644-72.2% | $4,761-72.9% |
| Participant deferral / active EE | $3,250 | $7,181-54.7% | $6,842-52.5% | $5,982-45.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |