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 | $183,611 | $175,202+4.8% | $149,673+22.7% | $139,434+31.7% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 8.04% | 166.71%-158.7pp | 134.42%-126.4pp | 372.94%-364.9pp |
| Employer contribution / active EE | $4,560 | $5,474-16.7% | $4,818-5.4% | $4,751-4.0% |
| Participant deferral / active EE | $11,349 | $6,519+74.1% | $5,680+99.8% | $6,710+69.1% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |