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 | $7,901 | $104,106-92.4% | $71,086-88.9% | $135,375-94.2% |
| Participation rate | 43.5% | 65.7%-22.2pp | 54.7%-11.2pp | 82.6%-39.2pp |
| Annual return | -12.48% | 1256.30%-1268.8pp | 650.59%-663.1pp | 519.73%-532.2pp |
| Employer contribution / active EE | $598 | $1,485-59.7% | $1,088-45.0% | $4,779-87.5% |
| Participant deferral / active EE | $2,415 | $2,527-4.4% | $1,874+28.8% | $5,609-57.0% |
| Admin fee / account holder | $14 | $4,142-99.7% | $3,082-99.5% | $10,827-99.9% |