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 | $16,007 | $56,053-71.4% | $75,972-78.9% | $80,856-80.2% |
| Participation rate | 0.0% | 62.0%-62.0pp | 69.1%-69.1pp | 67.6%-67.6pp |
| Annual return | 6.23% | 20.53%-14.3pp | 359.55%-353.3pp | 35.59%-29.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $5,234-100.0% | $6,467-100.0% | $6,918-100.0% |