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 | $159,975 | $111,754+43.1% | $103,333+54.8% | $145,922+9.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 7.62% | 24.77%-17.1pp | 24.88%-17.3pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,629 | $4,212-61.3% | $3,868-57.9% | $4,660-65.1% |
| Participant deferral / active EE | $8,143 | $5,619+44.9% | $5,057+61.0% | $6,688+21.8% |
| Admin fee / account holder | $120 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |