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 | $112,764 | $102,966+9.5% | $90,281+24.9% | $152,861-26.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 3.57% | 95.16%-91.6pp | 78.10%-74.5pp | 345.32%-341.8pp |
| Employer contribution / active EE | $2,784 | $3,139-11.3% | $2,854-2.5% | $4,762-41.5% |
| Participant deferral / active EE | $8,159 | $4,281+90.6% | $3,885+110.0% | $5,850+39.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |