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 | $219,689 | $30,400+622.7% | $53,898+307.6% | $84,808+159.0% |
| Participation rate | 17.6% | 46.4%-28.8pp | 55.0%-37.3pp | 68.3%-50.7pp |
| Annual return | 7.47% | 500.19%-492.7pp | 528.60%-521.1pp | 40.90%-33.4pp |
| Employer contribution / active EE | $532 | $603-11.7% | $932-42.9% | $2,631-79.8% |
| Participant deferral / active EE | $1,956 | $1,199+63.2% | $1,826+7.1% | $4,212-53.5% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |