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 | $17,180 | $180,449-90.5% | $154,107-88.9% | $135,375-87.3% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -15.60% | 888.09%-903.7pp | 735.12%-750.7pp | 519.73%-535.3pp |
| Employer contribution / active EE | $1,624 | $6,035-73.1% | $5,298-69.4% | $4,779-66.0% |
| Participant deferral / active EE | $6,129 | $5,806+5.6% | $5,081+20.6% | $5,609+9.3% |
| Admin fee / account holder | $65 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |