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 | $768 | $158,817-99.5% | $121,196-99.4% | $135,375-99.4% |
| Participation rate | 69.6% | 79.3%-9.7pp | 71.7%-2.2pp | 82.6%-13.1pp |
| Annual return | -16.04% | -0.64%-15.4pp | 16.93%-33.0pp | 519.73%-535.8pp |
| Employer contribution / active EE | $6 | $5,665-99.9% | $4,022-99.9% | $4,779-99.9% |
| Participant deferral / active EE | $566 | $4,005-85.9% | $3,344-83.1% | $5,609-89.9% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |