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 | $86,929-100.0% | $102,423-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 72.4%-72.4pp | 76.5%-76.5pp | 67.6%-67.6pp |
| Annual return | -9.20% | 18.88%-28.1pp | 29.32%-38.5pp | 35.59%-44.8pp |
| Employer contribution / active EE | $4,466 | $2,369+88.5% | $3,023+47.7% | $2,755+62.1% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |