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 10-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 | $12,588 | $57,354-78.1% | $83,848-85.0% | $64,186-80.4% |
| Participation rate | 33.3% | 68.6%-35.3pp | 76.1%-42.8pp | 69.6%-36.2pp |
| Annual return | -16.62% | 11.38%-28.0pp | 850.88%-867.5pp | 7.63%-24.3pp |
| Employer contribution / active EE | $841 | $2,545-67.0% | $3,631-76.8% | $2,381-64.7% |
| Participant deferral / active EE | $2,270 | $2,993-24.2% | $4,082-44.4% | $3,470-34.6% |
| Admin fee / account holder | $171 | $4,046-95.8% | $5,478-96.9% | $4,888-96.5% |