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 5-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 | $1,596 | $84,402-98.1% | $61,373-97.4% | $134,475-98.8% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -26.10% | 584.55%-610.6pp | 338.61%-364.7pp | 417.96%-444.1pp |
| Employer contribution / active EE | $920 | $1,544-40.5% | $1,159-20.7% | $4,740-80.6% |
| Participant deferral / active EE | $1,549 | $2,819-45.1% | $2,125-27.1% | $6,400-75.8% |
| Admin fee / account holder | $12 | $2,585-99.5% | $2,130-99.4% | $11,426-99.9% |