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 7-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 | $11,980 | $112,881-89.4% | $90,951-86.8% | $158,922-92.5% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | -2.97% | 215.79%-218.8pp | 134.60%-137.6pp | 302.83%-305.8pp |
| Employer contribution / active EE | $1,249 | $2,893-56.8% | $2,122-41.1% | $4,761-73.8% |
| Participant deferral / active EE | $3,029 | $4,128-26.6% | $3,373-10.2% | $5,982-49.4% |
| Admin fee / account holder | $70 | $8,041-99.1% | $5,959-98.8% | $11,246-99.4% |