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 | $218,091 | $108,172+101.6% | $77,482+181.5% | $158,922+37.2% |
| Participation rate | 8.3% | 64.4%-56.1pp | 54.2%-45.9pp | 82.0%-73.6pp |
| Annual return | -5.77% | 31.67%-37.4pp | 54.79%-60.6pp | 302.83%-308.6pp |
| Employer contribution / active EE | $824 | $1,325-37.8% | $986-16.4% | $4,761-82.7% |
| Participant deferral / active EE | $885 | $2,456-64.0% | $1,861-52.4% | $5,982-85.2% |
| Admin fee / account holder | $75 | $3,708-98.0% | $2,858-97.4% | $11,246-99.3% |