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 | $65,409-100.0% | $98,442-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.3%-69.3pp |
| Annual return | 9.27% | 21.76%-12.5pp | 1492.73%-1483.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $802 | $2,168-63.0% | $2,960-72.9% | $2,565-68.7% |
| Participant deferral / active EE | $1,604 | $3,166-49.4% | $4,276-62.5% | $3,952-59.4% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |