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 8-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 | $3,233 | $97,757-96.7% | $83,848-96.1% | $135,375-97.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -31.94% | 1287.37%-1319.3pp | 850.88%-882.8pp | 519.73%-551.7pp |
| Employer contribution / active EE | $1,088 | $4,222-74.2% | $3,631-70.0% | $4,779-77.2% |
| Participant deferral / active EE | $1,467 | $4,682-68.7% | $4,082-64.1% | $5,609-73.8% |
| Admin fee / account holder | $157 | $6,674-97.7% | $5,478-97.1% | $10,827-98.6% |