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 | $26,194-100.0% | - | $79,858-100.0% |
| Participation rate | 0.0% | 49.4%-49.4pp | - | 69.6%-69.6pp |
| Annual return | 8.71% | 42.01%-33.3pp | - | 31.71%-23.0pp |
| Employer contribution / active EE | $1,238 | $1,555-20.4% | - | $2,471-49.9% |
| Participant deferral / active EE | $2,208 | $1,743+26.6% | - | $3,740-41.0% |
| Admin fee / account holder | $0 | $2,148-100.0% | - | $5,306-100.0% |