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 8-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 | $178,160 | $138,044+29.1% | $125,339+42.1% | $134,475+32.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -25.51% | 750.33%-775.8pp | 572.05%-597.6pp | 417.96%-443.5pp |
| Employer contribution / active EE | $6,302 | $5,243+20.2% | $4,814+30.9% | $4,740+33.0% |
| Participant deferral / active EE | $16,165 | $7,799+107.3% | $7,446+117.1% | $6,400+152.6% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |