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 | $8,798 | $90,600-90.3% | $79,464-88.9% | $135,375-93.5% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | -41.03% | 977.43%-1018.5pp | 718.14%-759.2pp | 519.73%-560.8pp |
| Employer contribution / active EE | $442 | $3,068-85.6% | $2,800-84.2% | $4,779-90.8% |
| Participant deferral / active EE | $1,435 | $4,050-64.6% | $3,704-61.3% | $5,609-74.4% |
| Admin fee / account holder | $26 | $5,907-99.6% | $5,113-99.5% | $10,827-99.8% |