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 | $156,315 | $102,966+51.8% | $90,281+73.1% | $152,861+2.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 8.78% | 95.16%-86.4pp | 78.10%-69.3pp | 345.32%-336.5pp |
| Employer contribution / active EE | $6,614 | $3,139+110.7% | $2,854+131.7% | $4,762+38.9% |
| Participant deferral / active EE | $6,614 | $4,281+54.5% | $3,885+70.2% | $5,850+13.0% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |