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 4-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 | $29,660-100.0% | $56,411-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 41.6%-41.6pp | 52.5%-52.5pp | 67.6%-67.6pp |
| Annual return | 9.35% | 35.23%-25.9pp | 1701.33%-1692.0pp | 35.59%-26.2pp |
| Employer contribution / active EE | $411 | $669-38.5% | $1,039-60.4% | $2,755-85.1% |
| Participant deferral / active EE | $1,033 | $1,226-15.7% | $1,952-47.1% | $4,296-76.0% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |