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 | $9,291 | $57,354-83.8% | $83,848-88.9% | $64,186-85.5% |
| Participation rate | 58.7% | 68.6%-9.9pp | 76.1%-17.4pp | 69.6%-10.9pp |
| Annual return | -8.94% | 11.38%-20.3pp | 850.88%-859.8pp | 7.63%-16.6pp |
| Employer contribution / active EE | $986 | $2,545-61.3% | $3,631-72.8% | $2,381-58.6% |
| Participant deferral / active EE | $1,234 | $2,993-58.8% | $4,082-69.8% | $3,470-64.4% |
| Admin fee / account holder | $239 | $4,046-94.1% | $5,478-95.6% | $4,888-95.1% |