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 | $3,369 | $90,600-96.3% | $79,464-95.8% | $135,375-97.5% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -33.86% | 977.43%-1011.3pp | 718.14%-752.0pp | 519.73%-553.6pp |
| Employer contribution / active EE | $782 | $3,068-74.5% | $2,800-72.1% | $4,779-83.6% |
| Participant deferral / active EE | $782 | $4,050-80.7% | $3,704-78.9% | $5,609-86.1% |
| Admin fee / account holder | $248 | $5,907-95.8% | $5,113-95.2% | $10,827-97.7% |