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 4-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 | $3,623 | $54,350-93.3% | $82,719-95.6% | $68,494-94.7% |
| Participation rate | 66.0% | 63.9%+2.1pp | 72.6%-6.5pp | 67.9%-1.9pp |
| Annual return | -78.54% | -13.67%-64.9pp | 701.18%-779.7pp | -7.84%-70.7pp |
| Employer contribution / active EE | $1,203 | $2,218-45.8% | $3,009-60.0% | $2,596-53.7% |
| Participant deferral / active EE | $1,621 | $3,246-50.1% | $4,395-63.1% | $4,027-59.8% |
| Admin fee / account holder | $12 | $4,395-99.7% | $5,329-99.8% | $5,403-99.8% |