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 | $219,758 | $65,561+235.2% | $86,188+155.0% | $75,163+192.4% |
| Participation rate | 54.3% | 60.5%-6.2pp | 69.0%-14.7pp | 67.2%-12.9pp |
| Annual return | 8.76% | 46.05%-37.3pp | 1168.45%-1159.7pp | 160.62%-151.9pp |
| Employer contribution / active EE | $1,372 | $1,553-11.6% | $2,380-42.4% | $2,670-48.6% |
| Participant deferral / active EE | $2,205 | $3,024-27.1% | $3,985-44.7% | $4,125-46.6% |
| Admin fee / account holder | $120 | $5,474-97.8% | $6,852-98.2% | $5,651-97.9% |