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 | $162 | $83,902-99.8% | $167,512-99.9% | $84,808-99.8% |
| Participation rate | 0.0% | 66.5%-66.5pp | 77.1%-77.1pp | 68.3%-68.3pp |
| Annual return | 11.72% | 91.55%-79.8pp | 1615.79%-1604.1pp | 40.90%-29.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $4,442-100.0% | $6,405-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $7,915-100.0% | $9,769-100.0% | $7,344-100.0% |