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 | $206,129 | $97,757+110.9% | $83,848+145.8% | $135,375+52.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -9.72% | 1287.37%-1297.1pp | 850.88%-860.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,364 | $4,222-44.0% | $3,631-34.9% | $4,779-50.5% |
| Participant deferral / active EE | $5,507 | $4,682+17.6% | $4,082+34.9% | $5,609-1.8% |
| Admin fee / account holder | $10 | $6,674-99.9% | $5,478-99.8% | $10,827-99.9% |