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 | $2,126 | $99,032-97.9% | $80,019-97.3% | $135,375-98.4% |
| Participation rate | 44.4% | 78.4%-33.9pp | 75.8%-31.4pp | 82.6%-38.2pp |
| Annual return | -103.14% | 15.39%-118.5pp | 11.22%-114.4pp | 519.73%-622.9pp |
| Employer contribution / active EE | $689 | $3,043-77.4% | $2,468-72.1% | $4,779-85.6% |
| Participant deferral / active EE | $1,202 | $4,282-71.9% | $3,686-67.4% | $5,609-78.6% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |