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 | $6,168 | $90,600-93.2% | $79,464-92.2% | $135,375-95.4% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -180.61% | 977.43%-1158.0pp | 718.14%-898.7pp | 519.73%-700.3pp |
| Employer contribution / active EE | $1,105 | $3,068-64.0% | $2,800-60.6% | $4,779-76.9% |
| Participant deferral / active EE | $2,126 | $4,050-47.5% | $3,704-42.6% | $5,609-62.1% |
| Admin fee / account holder | $16 | $5,907-99.7% | $5,113-99.7% | $10,827-99.8% |