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 6-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 | $5,713 | $152,509-96.3% | $117,472-95.1% | $134,475-95.8% |
| Participation rate | 54.5% | 77.1%-22.5pp | 70.6%-16.0pp | 81.2%-26.7pp |
| Annual return | -68.59% | 52.99%-121.6pp | 29.74%-98.3pp | 417.96%-486.6pp |
| Employer contribution / active EE | $835 | $5,571-85.0% | $4,176-80.0% | $4,740-82.4% |
| Participant deferral / active EE | $1,093 | $4,818-77.3% | $4,070-73.1% | $6,400-82.9% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |