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 | $15,245 | $160,055-90.5% | $140,016-89.1% | $135,375-88.7% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -71.01% | 911.38%-982.4pp | 651.12%-722.1pp | 519.73%-590.7pp |
| Employer contribution / active EE | $2,806 | $6,420-56.3% | $5,606-49.9% | $4,779-41.3% |
| Participant deferral / active EE | $6,006 | $7,642-21.4% | $6,927-13.3% | $5,609+7.1% |
| Admin fee / account holder | $85 | $13,328-99.4% | $10,705-99.2% | $10,827-99.2% |