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 | $236,273 | $127,065+85.9% | $113,168+108.8% | $142,382+65.9% |
| Participation rate | 44.4% | 79.2%-34.8pp | 76.6%-32.1pp | 80.1%-35.7pp |
| Annual return | 4.86% | 24.03%-19.2pp | 24.27%-19.4pp | 217.08%-212.2pp |
| Employer contribution / active EE | $1,424 | $3,442-58.6% | $2,975-52.1% | $4,299-66.9% |
| Participant deferral / active EE | $8,386 | $5,716+46.7% | $5,107+64.2% | $6,507+28.9% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |