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 9-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 | $196,900 | $30,400+547.7% | $53,898+265.3% | $84,808+132.2% |
| Participation rate | 7.9% | 46.4%-38.5pp | 55.0%-47.1pp | 68.3%-60.4pp |
| Annual return | 12.87% | 500.19%-487.3pp | 528.60%-515.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $400 | $603-33.6% | $932-57.1% | $2,631-84.8% |
| Participant deferral / active EE | $1,474 | $1,199+22.9% | $1,826-19.3% | $4,212-65.0% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |