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 | $12,803 | $97,757-86.9% | $83,848-84.7% | $135,375-90.5% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -20.57% | 1287.37%-1307.9pp | 850.88%-871.4pp | 519.73%-540.3pp |
| Employer contribution / active EE | $1,477 | $4,222-65.0% | $3,631-59.3% | $4,779-69.1% |
| Participant deferral / active EE | $3,306 | $4,682-29.4% | $4,082-19.0% | $5,609-41.1% |
| Admin fee / account holder | $298 | $6,674-95.5% | $5,478-94.6% | $10,827-97.2% |