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 | $117,983-100.0% | $101,794-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.2%-69.2pp | 80.1%-80.1pp |
| Annual return | 7.34% | 36.92%-29.6pp | 30.53%-23.2pp | 217.08%-209.7pp |
| Employer contribution / active EE | $2,374 | $2,773-14.4% | $2,289+3.7% | $4,299-44.8% |
| Participant deferral / active EE | $17,105 | $4,714+262.9% | $4,084+318.8% | $6,507+162.9% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |