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 | $10,221 | $57,354-82.2% | $83,848-87.8% | $64,186-84.1% |
| Participation rate | 68.0% | 68.6%-0.6pp | 76.1%-8.1pp | 69.6%-1.6pp |
| Annual return | -11.02% | 11.38%-22.4pp | 850.88%-861.9pp | 7.63%-18.7pp |
| Employer contribution / active EE | $1,457 | $2,545-42.7% | $3,631-59.9% | $2,381-38.8% |
| Participant deferral / active EE | $2,646 | $2,993-11.6% | $4,082-35.2% | $3,470-23.7% |
| Admin fee / account holder | $14 | $4,046-99.7% | $5,478-99.8% | $4,888-99.7% |