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 7-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 | $231,001 | $197,591+16.9% | $177,821+29.9% | $158,922+45.4% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | -24.44% | 58.76%-83.2pp | 48.32%-72.8pp | 302.83%-327.3pp |
| Employer contribution / active EE | $3,466 | $6,697-48.2% | $5,918-41.4% | $4,761-27.2% |
| Participant deferral / active EE | $10,399 | $8,405+23.7% | $7,714+34.8% | $5,982+73.8% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |