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 9-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,702 | $180,449-94.1% | $154,107-93.1% | $135,375-92.1% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -15.66% | 888.09%-903.8pp | 735.12%-750.8pp | 519.73%-535.4pp |
| Employer contribution / active EE | $1,490 | $6,035-75.3% | $5,298-71.9% | $4,779-68.8% |
| Participant deferral / active EE | $3,168 | $5,806-45.4% | $5,081-37.6% | $5,609-43.5% |
| Admin fee / account holder | $62 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |