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 | $101,614 | $52,279+94.4% | $89,391+13.7% | $79,858+27.2% |
| Participation rate | 28.8% | 57.5%-28.7pp | 68.0%-39.2pp | 69.6%-40.8pp |
| Annual return | 4.72% | 22.16%-17.4pp | 245.62%-240.9pp | 31.71%-27.0pp |
| Employer contribution / active EE | $572 | $1,572-63.6% | $2,586-77.9% | $2,471-76.8% |
| Participant deferral / active EE | $1,389 | $2,740-49.3% | $3,890-64.3% | $3,740-62.9% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,881-100.0% | $5,306-100.0% |