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 9-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 | $103,376-100.0% | $87,100-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.9%-76.9pp | 82.4%-82.4pp |
| Annual return | 2.82% | 28.10%-25.3pp | 28.19%-25.4pp | 345.32%-342.5pp |
| Employer contribution / active EE | $14,811 | $3,220+359.9% | $2,521+487.4% | $4,762+211.0% |
| Participant deferral / active EE | $15,595 | $4,778+226.4% | $4,049+285.2% | $5,850+166.6% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |