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 | $10,968 | $76,000-85.6% | $154,107-92.9% | $64,186-82.9% |
| Participation rate | 69.6% | 70.4%-0.9pp | 83.0%-13.5pp | 69.6%0pp |
| Annual return | -11.06% | 30.32%-41.4pp | 735.12%-746.2pp | 7.63%-18.7pp |
| Employer contribution / active EE | $1,015 | $3,351-69.7% | $5,298-80.8% | $2,381-57.4% |
| Participant deferral / active EE | $1,659 | $3,175-47.7% | $5,081-67.3% | $3,470-52.2% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |