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 | $11,177 | $76,000-85.3% | $154,107-92.7% | $64,186-82.6% |
| Participation rate | 29.1% | 70.4%-41.3pp | 83.0%-53.9pp | 69.6%-40.5pp |
| Annual return | -10.69% | 30.32%-41.0pp | 735.12%-745.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,398 | $3,175-56.0% | $5,081-72.5% | $3,470-59.7% |
| Admin fee / account holder | $59 | $5,596-98.9% | $13,411-99.6% | $4,888-98.8% |