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 | $155,656 | $159,901-2.7% | $146,958+5.9% | $145,922+6.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 6.15% | 98.13%-92.0pp | 418.34%-412.2pp | 561.29%-555.1pp |
| Employer contribution / active EE | $7,633 | $5,286+44.4% | $4,933+54.7% | $4,660+63.8% |
| Participant deferral / active EE | $15,470 | $8,428+83.5% | $8,070+91.7% | $6,688+131.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |