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 | $16,282 | $82,664-80.3% | $125,339-87.0% | $68,494-76.2% |
| Participation rate | 55.4% | 75.0%-19.7pp | 82.4%-27.0pp | 67.9%-12.5pp |
| Annual return | -23.55% | -5.97%-17.6pp | 572.05%-595.6pp | -7.84%-15.7pp |
| Employer contribution / active EE | $1,635 | $3,381-51.7% | $4,814-66.0% | $2,596-37.0% |
| Participant deferral / active EE | $4,615 | $6,110-24.5% | $7,446-38.0% | $4,027+14.6% |
| Admin fee / account holder | $90 | $6,275-98.6% | $10,010-99.1% | $5,403-98.3% |