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 | $232,833 | $176,056+32.2% | $159,436+46.0% | $167,490+39.0% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | -0.05% | 331.75%-331.8pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,007 | $5,297-81.0% | $4,829-79.2% | $4,837-79.2% |
| Participant deferral / active EE | $5,033 | $7,750-35.1% | $7,352-31.5% | $6,341-20.6% |
| Admin fee / account holder | $120 | $12,554-99.0% | $10,799-98.9% | $12,309-99.0% |