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 | $12,430 | $190,805-93.5% | $159,960-92.2% | $134,475-90.8% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -21.22% | 552.23%-573.5pp | 408.60%-429.8pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,350 | $4,995-53.0% | $4,226-44.4% | $4,740-50.4% |
| Participant deferral / active EE | $2,350 | $6,923-66.1% | $6,182-62.0% | $6,400-63.3% |
| Admin fee / account holder | $77 | $10,471-99.3% | $8,698-99.1% | $11,426-99.3% |