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 | $53,516-100.0% | $126,539-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 58.2%-58.2pp | 69.8%-69.8pp | 68.3%-68.3pp |
| Annual return | 5.10% | 58.34%-53.2pp | 425.95%-420.8pp | 40.90%-35.8pp |
| Employer contribution / active EE | $1,641 | $1,535+6.9% | $3,674-55.3% | $2,631-37.6% |
| Participant deferral / active EE | $1,722 | $2,671-35.5% | $4,083-57.8% | $4,212-59.1% |
| Admin fee / account holder | $0 | $4,497-100.0% | $6,065-100.0% | $7,344-100.0% |