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 | $19,628 | $180,449-89.1% | $154,107-87.3% | $135,375-85.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -14.66% | 888.09%-902.8pp | 735.12%-749.8pp | 519.73%-534.4pp |
| Employer contribution / active EE | $21,461 | $6,035+255.6% | $5,298+305.1% | $4,779+349.1% |
| Participant deferral / active EE | $10,557 | $5,806+81.8% | $5,081+107.8% | $5,609+88.2% |
| Admin fee / account holder | $69 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |