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 | $157,471 | $111,754+40.9% | $103,333+52.4% | $145,922+7.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 5.23% | 24.77%-19.5pp | 24.88%-19.7pp | 561.29%-556.1pp |
| Employer contribution / active EE | $7,300 | $4,212+73.3% | $3,868+88.7% | $4,660+56.7% |
| Participant deferral / active EE | $14,600 | $5,619+159.9% | $5,057+188.7% | $6,688+118.3% |
| Admin fee / account holder | $62 | $9,750-99.4% | $8,355-99.3% | $13,397-99.5% |