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 | $226,358 | $106,515+112.5% | $96,683+134.1% | $139,434+62.3% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 2.62% | 38.43%-35.8pp | 35.69%-33.1pp | 372.94%-370.3pp |
| Employer contribution / active EE | $1,309 | $4,103-68.1% | $3,737-65.0% | $4,751-72.4% |
| Participant deferral / active EE | $10,395 | $5,454+90.6% | $4,878+113.1% | $6,710+54.9% |
| Admin fee / account holder | $22 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |