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 | $7,205 | $95,971-92.5% | $74,550-90.3% | $135,375-94.7% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -20.95% | 56.96%-77.9pp | 32.53%-53.5pp | 519.73%-540.7pp |
| Employer contribution / active EE | $852 | $2,716-68.6% | $1,961-56.6% | $4,779-82.2% |
| Participant deferral / active EE | $2,981 | $3,843-22.4% | $3,108-4.1% | $5,609-46.8% |
| Admin fee / account holder | $13 | $6,522-99.8% | $5,060-99.7% | $10,827-99.9% |