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 | $14,466 | $135,635-89.3% | $110,238-86.9% | $135,375-89.3% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -21.85% | 513.19%-535.0pp | 314.74%-336.6pp | 519.73%-541.6pp |
| Employer contribution / active EE | $1,886 | $4,906-61.6% | $3,826-50.7% | $4,779-60.5% |
| Participant deferral / active EE | $7,234 | $5,506+31.4% | $4,672+54.8% | $5,609+29.0% |
| Admin fee / account holder | $132 | $11,457-98.8% | $8,547-98.5% | $10,827-98.8% |