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 | $653 | $84,402-99.2% | $61,373-98.9% | $134,475-99.5% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -33.37% | 584.55%-617.9pp | 338.61%-372.0pp | 417.96%-451.3pp |
| Employer contribution / active EE | $615 | $1,544-60.2% | $1,159-47.0% | $4,740-87.0% |
| Participant deferral / active EE | $922 | $2,819-67.3% | $2,125-56.6% | $6,400-85.6% |
| Admin fee / account holder | $55 | $2,585-97.9% | $2,130-97.4% | $11,426-99.5% |