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 | $11,928 | $97,757-87.8% | $83,848-85.8% | $135,375-91.2% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -15.84% | 1287.37%-1303.2pp | 850.88%-866.7pp | 519.73%-535.6pp |
| Employer contribution / active EE | $1,216 | $4,222-71.2% | $3,631-66.5% | $4,779-74.6% |
| Participant deferral / active EE | $1,281 | $4,682-72.6% | $4,082-68.6% | $5,609-77.2% |
| Admin fee / account holder | $171 | $6,674-97.4% | $5,478-96.9% | $10,827-98.4% |