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 | $242,083 | $150,440+60.9% | $136,294+77.6% | $147,584+64.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 6.44% | 1049.08%-1042.6pp | 5155.94%-5149.5pp | 578.55%-572.1pp |
| Employer contribution / active EE | $3,771 | $5,256-28.2% | $4,695-19.7% | $4,876-22.7% |
| Participant deferral / active EE | $9,517 | $6,630+43.5% | $6,247+52.3% | $5,439+75.0% |
| Admin fee / account holder | -$12 | $10,905-100.1% | $9,243-100.1% | $10,885-100.1% |