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 | $76,000-100.0% | $154,107-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 70.4%-70.4pp | 83.0%-83.0pp | 69.6%-69.6pp |
| Annual return | -8.66% | 30.32%-39.0pp | 735.12%-743.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,351 | $3,351-59.7% | $5,298-74.5% | $2,381-43.2% |
| Participant deferral / active EE | $2,601 | $3,175-18.1% | $5,081-48.8% | $3,470-25.0% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |