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 8-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 | $82,286-100.0% | $68,791-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 69.0%-69.0pp | 81.2%-81.2pp |
| Annual return | -20.71% | -2.19%-18.5pp | -6.38%-14.3pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,167 | $3,301-64.7% | $2,655-56.1% | $4,740-75.4% |
| Participant deferral / active EE | $1,968 | $4,739-58.5% | $3,941-50.1% | $6,400-69.2% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |