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 | $188,008 | $232,540-19.2% | $185,117+1.6% | $147,584+27.4% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 5.98% | 43.03%-37.1pp | 40.50%-34.5pp | 578.55%-572.6pp |
| Employer contribution / active EE | $1,286 | $5,195-75.2% | $4,182-69.2% | $4,876-73.6% |
| Participant deferral / active EE | $1,920 | $5,834-67.1% | $5,045-61.9% | $5,439-64.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |