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 | $18,910 | $176,662-89.3% | $130,648-85.5% | $152,861-87.6% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.4%-32.4pp |
| Annual return | -0.11% | 2692.24%-2692.4pp | 1708.96%-1709.1pp | 345.32%-345.4pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,725 | $4,361-37.5% | $3,603-24.4% | $5,850-53.4% |
| Admin fee / account holder | $281 | $7,133-96.1% | $5,464-94.9% | $11,596-97.6% |