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.
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 | $8,104 | $92,222-91.2% | $76,768-89.4% | $135,375-94.0% |
| Participation rate | 47.4% | 79.8%-32.4pp | 77.0%-29.6pp | 82.6%-35.3pp |
| Annual return | -15.26% | 5.46%-20.7pp | 2.43%-17.7pp | 519.73%-535.0pp |
| Employer contribution / active EE | $1,001 | $3,216-68.9% | $2,485-59.7% | $4,779-79.1% |
| Participant deferral / active EE | $1,624 | $4,509-64.0% | $3,852-57.8% | $5,609-71.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |