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 | $85,202-100.0% | $172,739-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 4.46% | 27.32%-22.9pp | 802.84%-798.4pp | 81.00%-76.5pp |
| Employer contribution / active EE | $1,081 | $3,324-67.5% | $5,143-79.0% | $2,440-55.7% |
| Participant deferral / active EE | $3,362 | $3,260+3.1% | $5,198-35.3% | $3,607-6.8% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |