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 | $8,875 | $90,600-90.2% | $79,464-88.8% | $135,375-93.4% |
| Participation rate | 53.3% | 76.0%-22.7pp | 73.3%-20.0pp | 82.6%-29.3pp |
| Annual return | -25.33% | 977.43%-1002.8pp | 718.14%-743.5pp | 519.73%-545.1pp |
| Employer contribution / active EE | $1,333 | $3,068-56.5% | $2,800-52.4% | $4,779-72.1% |
| Participant deferral / active EE | $2,414 | $4,050-40.4% | $3,704-34.8% | $5,609-57.0% |
| Admin fee / account holder | $212 | $5,907-96.4% | $5,113-95.9% | $10,827-98.0% |