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 | $12,395 | $78,694-84.2% | $67,652-81.7% | $125,391-90.1% |
| Participation rate | 31.8% | 78.8%-47.0pp | 75.7%-43.8pp | 83.2%-51.4pp |
| Annual return | -4.98% | 9.46%-14.4pp | 6625.04%-6630.0pp | 282.22%-287.2pp |
| Employer contribution / active EE | $1,118 | $3,044-63.3% | $2,266-50.6% | $4,866-77.0% |
| Participant deferral / active EE | $1,754 | $4,292-59.1% | $3,560-50.7% | $5,352-67.2% |
| Admin fee / account holder | $68 | $7,403-99.1% | $4,821-98.6% | $9,540-99.3% |