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 9-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 | $197,200 | $95,266+107.0% | $82,389+139.4% | $142,382+38.5% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | 2.57% | 25.74%-23.2pp | 28.67%-26.1pp | 217.08%-214.5pp |
| Employer contribution / active EE | $1,200 | $2,991-59.9% | $2,517-52.3% | $4,299-72.1% |
| Participant deferral / active EE | $7,687 | $4,809+59.8% | $4,155+85.0% | $6,507+18.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |