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 8-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 | $11,180 | $57,354-80.5% | $83,848-86.7% | $64,186-82.6% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -9.84% | 11.38%-21.2pp | 850.88%-860.7pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,930 | $2,545-24.2% | $3,631-46.8% | $2,381-18.9% |
| Participant deferral / active EE | $3,586 | $2,993+19.8% | $4,082-12.2% | $3,470+3.3% |
| Admin fee / account holder | $180 | $4,046-95.5% | $5,478-96.7% | $4,888-96.3% |