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.
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 | $4,631 | $52,519-91.2% | $155,790-97.0% | $59,632-92.2% |
| Participation rate | 53.1% | 61.7%-8.6pp | 76.1%-23.0pp | 68.7%-15.6pp |
| Annual return | -13.62% | 53.51%-67.1pp | 71.54%-85.2pp | 2041.28%-2054.9pp |
| Employer contribution / active EE | $722 | $1,589-54.6% | $3,836-81.2% | $2,203-67.2% |
| Participant deferral / active EE | $1,654 | $3,084-46.4% | $4,797-65.5% | $3,192-48.2% |
| Admin fee / account holder | $215 | $3,540-93.9% | $7,478-97.1% | $4,297-95.0% |