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 8-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 | $10,824 | $76,000-85.8% | $154,107-93.0% | $64,186-83.1% |
| Participation rate | 43.3% | 70.4%-27.1pp | 83.0%-39.7pp | 69.6%-26.2pp |
| Annual return | -37.29% | 30.32%-67.6pp | 735.12%-772.4pp | 7.63%-44.9pp |
| Employer contribution / active EE | $1,823 | $3,351-45.6% | $5,298-65.6% | $2,381-23.4% |
| Participant deferral / active EE | $3,019 | $3,175-4.9% | $5,081-40.6% | $3,470-13.0% |
| Admin fee / account holder | $169 | $5,596-97.0% | $13,411-98.7% | $4,888-96.5% |