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 9-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 | $7,474 | $97,757-92.4% | $83,848-91.1% | $135,375-94.5% |
| Participation rate | 69.2% | 80.0%-10.7pp | 76.1%-6.9pp | 82.6%-13.4pp |
| Annual return | -15.90% | 1287.37%-1303.3pp | 850.88%-866.8pp | 519.73%-535.6pp |
| Employer contribution / active EE | $1,771 | $4,222-58.1% | $3,631-51.2% | $4,779-62.9% |
| Participant deferral / active EE | $2,555 | $4,682-45.4% | $4,082-37.4% | $5,609-54.4% |
| Admin fee / account holder | $130 | $6,674-98.1% | $5,478-97.6% | $10,827-98.8% |