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 | $6,252 | $138,065-95.5% | $123,544-94.9% | $135,375-95.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -11.06% | 153.68%-164.7pp | 119.20%-130.3pp | 519.73%-530.8pp |
| Employer contribution / active EE | $2,112 | $5,151-59.0% | $4,628-54.4% | $4,779-55.8% |
| Participant deferral / active EE | $2,379 | $6,799-65.0% | $6,426-63.0% | $5,609-57.6% |
| Admin fee / account holder | -$152 | $10,916-101.4% | $9,284-101.6% | $10,827-101.4% |