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 | $78,705-100.0% | $117,854-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 73.2%-73.2pp | 79.7%-79.7pp | 69.5%-69.5pp |
| Annual return | -111.59% | 23.30%-134.9pp | 335.08%-446.7pp | 73.14%-184.7pp |
| Employer contribution / active EE | $1,260 | $2,223-43.3% | $3,786-66.7% | $2,342-46.2% |
| Participant deferral / active EE | $2,547 | $3,297-22.7% | $4,482-43.2% | $3,332-23.5% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |