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 | $1,826 | $39,019-95.3% | $80,716-97.7% | $85,850-97.9% |
| Participation rate | 2.2% | 41.5%-39.3pp | 54.2%-51.9pp | 69.3%-67.1pp |
| Annual return | 11.21% | 26.27%-15.1pp | 87.28%-76.1pp | 318.53%-307.3pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,146-100.0% | $3,952-100.0% |
| Admin fee / account holder | $17 | $2,431-99.3% | $3,380-99.5% | $6,260-99.7% |