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 8-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 | $99,640-100.0% | $86,436-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -22.94% | 6782.58%-6805.5pp | 4394.89%-4417.8pp | 417.96%-440.9pp |
| Employer contribution / active EE | $8,207 | $4,400+86.5% | $3,769+117.8% | $4,740+73.1% |
| Participant deferral / active EE | $14,399 | $7,246+98.7% | $6,952+107.1% | $6,400+125.0% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |