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 | $199,606 | $168,632+18.4% | $147,614+35.2% | $125,391+59.2% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -4.23% | 77.65%-81.9pp | 61.98%-66.2pp | 282.22%-286.5pp |
| Employer contribution / active EE | $18,493 | $6,252+195.8% | $5,564+232.3% | $4,866+280.1% |
| Participant deferral / active EE | $3,800 | $5,507-31.0% | $4,895-22.4% | $5,352-29.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |