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 | $0 | $73,867-100.0% | $143,757-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 66.7%-66.7pp | 80.3%-80.3pp | 67.9%-67.9pp |
| Annual return | -30.40% | 1.01%-31.4pp | -0.04%-30.4pp | -7.84%-22.6pp |
| Employer contribution / active EE | $7,611 | $3,184+139.0% | $4,951+53.7% | $2,596+193.2% |
| Participant deferral / active EE | $5,032 | $3,384+48.7% | $5,637-10.7% | $4,027+24.9% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |