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 | $95,107 | $88,751+7.2% | $81,812+16.3% | $145,922-34.8% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.3%-8.1pp | 80.3%-16.0pp |
| Annual return | 7.37% | 1025.40%-1018.0pp | 773.79%-766.4pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,583 | $3,083-48.6% | $2,912-45.6% | $4,660-66.0% |
| Participant deferral / active EE | $3,705 | $4,643-20.2% | $4,319-14.2% | $6,688-44.6% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |