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 | $11,891 | $45,566-73.9% | $64,105-81.5% | $59,632-80.1% |
| Participation rate | 42.9% | 60.2%-17.3pp | 68.2%-25.3pp | 68.7%-25.8pp |
| Annual return | -9.82% | 4.95%-14.8pp | 791.24%-801.1pp | 2041.28%-2051.1pp |
| Employer contribution / active EE | $1,455 | $934+55.7% | $1,820-20.1% | $2,203-34.0% |
| Participant deferral / active EE | $2,482 | $2,057+20.7% | $2,822-12.0% | $3,192-22.2% |
| Admin fee / account holder | $104 | $3,268-96.8% | $4,499-97.7% | $4,297-97.6% |