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 | $108,381 | $74,888+44.7% | $71,209+52.2% | $142,382-23.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 11.24% | 345.14%-333.9pp | 282.51%-271.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $4,747 | $2,854+66.3% | $2,721+74.4% | $4,299+10.4% |
| Participant deferral / active EE | $4,580 | $4,454+2.8% | $4,175+9.7% | $6,507-29.6% |
| Admin fee / account holder | $120 | $5,568-97.9% | $5,349-97.8% | $12,624-99.1% |