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 | $109,413-100.0% | $156,263-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 72.7%-72.7pp | 78.9%-78.9pp | 68.3%-68.3pp |
| Annual return | 12.00% | 20.18%-8.2pp | 59.47%-47.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $22,888 | $2,907+687.4% | $4,333+428.2% | $2,631+769.9% |
| Participant deferral / active EE | $3,064 | $4,590-33.2% | $6,158-50.2% | $4,212-27.3% |
| Admin fee / account holder | $0 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |