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 | $186,666 | $88,751+110.3% | $81,812+128.2% | $145,922+27.9% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 9.10% | 1025.40%-1016.3pp | 773.79%-764.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $499 | $3,083-83.8% | $2,912-82.9% | $4,660-89.3% |
| Participant deferral / active EE | $3,988 | $4,643-14.1% | $4,319-7.7% | $6,688-40.4% |
| Admin fee / account holder | $120 | $8,415-98.6% | $7,386-98.4% | $13,397-99.1% |