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 | $156,792 | $56,114+179.4% | $96,139+63.1% | $85,850+82.6% |
| Participation rate | 17.9% | 56.7%-38.9pp | 68.4%-50.6pp | 69.3%-51.5pp |
| Annual return | 7.63% | 42.30%-34.7pp | 191.94%-184.3pp | 318.53%-310.9pp |
| Employer contribution / active EE | $1,076 | $1,620-33.5% | $2,797-61.5% | $2,565-58.0% |
| Participant deferral / active EE | $2,399 | $2,859-16.1% | $4,349-44.8% | $3,952-39.3% |
| Admin fee / account holder | $0 | $3,768-100.0% | $5,537-100.0% | $6,260-100.0% |