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 | $216,191 | $183,519+17.8% | $155,509+39.0% | $145,922+48.2% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 5.11% | 61.17%-56.1pp | 64.67%-59.6pp | 561.29%-556.2pp |
| Employer contribution / active EE | $2,608 | $5,313-50.9% | $4,672-44.2% | $4,660-44.0% |
| Participant deferral / active EE | $9,838 | $6,462+52.2% | $5,626+74.9% | $6,688+47.1% |
| Admin fee / account holder | $50 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |