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 | $7,934 | $84,695-90.6% | $73,843-89.3% | $125,391-93.7% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | -21.26% | 3123.53%-3144.8pp | 2267.84%-2289.1pp | 282.22%-303.5pp |
| Employer contribution / active EE | $551 | $3,123-82.4% | $2,787-80.2% | $4,866-88.7% |
| Participant deferral / active EE | $1,877 | $3,992-53.0% | $3,583-47.6% | $5,352-64.9% |
| Admin fee / account holder | $44 | $5,691-99.2% | $4,880-99.1% | $9,540-99.5% |