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 | $19,185 | $202,318-90.5% | $172,739-88.9% | $152,861-87.4% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | -54.49% | 1029.65%-1084.1pp | 802.84%-857.3pp | 345.32%-399.8pp |
| Employer contribution / active EE | $4,353 | $5,856-25.7% | $5,143-15.4% | $4,762-8.6% |
| Participant deferral / active EE | $6,102 | $5,948+2.6% | $5,198+17.4% | $5,850+4.3% |
| Admin fee / account holder | $82 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |