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 | $193,671 | $124,281+55.8% | $109,143+77.4% | $167,490+15.6% |
| Participation rate | 16.7% | 79.4%-62.8pp | 75.9%-59.2pp | 82.1%-65.4pp |
| Annual return | -0.07% | 26.04%-26.1pp | 25.75%-25.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,333 | $4,207-68.3% | $3,722-64.2% | $4,837-72.4% |
| Participant deferral / active EE | $4,457 | $5,255-15.2% | $4,653-4.2% | $6,341-29.7% |
| Admin fee / account holder | $120 | $7,970-98.5% | $6,752-98.2% | $12,309-99.0% |