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 | $177,770 | $85,766+107.3% | $136,294+30.4% | $70,131+153.5% |
| Participation rate | 47.7% | 74.2%-26.4pp | 81.9%-34.2pp | 69.5%-21.8pp |
| Annual return | 4.55% | 31.45%-26.9pp | 5155.94%-5151.4pp | 73.14%-68.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,143 | $5,051+21.6% | $6,247-1.7% | $3,332+84.4% |
| Admin fee / account holder | $243 | $5,420-95.5% | $9,243-97.4% | $4,645-94.8% |