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 | $206,741 | $158,817+30.2% | $121,196+70.6% | $135,375+52.7% |
| Participation rate | 57.1% | 79.3%-22.2pp | 71.7%-14.6pp | 82.6%-25.5pp |
| Annual return | -9.72% | -0.64%-9.1pp | 16.93%-26.7pp | 519.73%-529.5pp |
| Employer contribution / active EE | $6,501 | $5,665+14.8% | $4,022+61.7% | $4,779+36.0% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,344-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |