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 | $5,510 | $90,600-93.9% | $79,464-93.1% | $135,375-95.9% |
| Participation rate | 38.9% | 76.0%-37.2pp | 73.3%-34.5pp | 82.6%-43.8pp |
| Annual return | -16.79% | 977.43%-994.2pp | 718.14%-734.9pp | 519.73%-536.5pp |
| Employer contribution / active EE | $484 | $3,068-84.2% | $2,800-82.7% | $4,779-89.9% |
| Participant deferral / active EE | $967 | $4,050-76.1% | $3,704-73.9% | $5,609-82.8% |
| Admin fee / account holder | $54 | $5,907-99.1% | $5,113-98.9% | $10,827-99.5% |