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 3-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 | $27,641-100.0% | $61,373-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 39.5%-39.5pp | 52.6%-52.6pp | 67.9%-67.9pp |
| Annual return | -31.59% | -13.24%-18.4pp | 338.61%-370.2pp | -7.84%-23.8pp |
| Employer contribution / active EE | $291 | $695-58.1% | $1,159-74.9% | $2,596-88.8% |
| Participant deferral / active EE | $1,190 | $1,263-5.8% | $2,125-44.0% | $4,027-70.5% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |