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 | $51,576-100.0% | $129,207-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 57.0%-57.0pp | 69.6%-69.6pp | 67.6%-67.6pp |
| Annual return | 9.07% | 20.81%-11.7pp | 9417.33%-9408.3pp | 35.59%-26.5pp |
| Employer contribution / active EE | $677 | $1,584-57.3% | $4,153-83.7% | $2,755-75.4% |
| Participant deferral / active EE | $1,353 | $2,669-49.3% | $4,168-67.5% | $4,296-68.5% |
| Admin fee / account holder | $0 | $4,305-100.0% | $7,715-100.0% | $6,918-100.0% |