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 | $138,044-100.0% | $125,339-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -21.82% | 750.33%-772.1pp | 572.05%-593.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $3,185 | $5,243-39.3% | $4,814-33.8% | $4,740-32.8% |
| Participant deferral / active EE | $6,744 | $7,799-13.5% | $7,446-9.4% | $6,400+5.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |