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 6-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 | $146,273 | $201,272-27.3% | $184,203-20.6% | $145,922+0.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 6.41% | 29.00%-22.6pp | 28.81%-22.4pp | 561.29%-554.9pp |
| Employer contribution / active EE | $10,201 | $7,022+45.3% | $6,427+58.7% | $4,660+118.9% |
| Participant deferral / active EE | $6,230 | $9,806-36.5% | $9,131-31.8% | $6,688-6.8% |
| Admin fee / account holder | $163 | $16,364-99.0% | $13,901-98.8% | $13,397-98.8% |