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 7-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 | $9,034 | $54,229-83.3% | $70,092-87.1% | $68,494-86.8% |
| Participation rate | 38.8% | 64.5%-25.7pp | 70.5%-31.7pp | 67.9%-29.1pp |
| Annual return | -20.44% | -13.87%-6.6pp | 190.73%-211.2pp | -7.84%-12.6pp |
| Employer contribution / active EE | $630 | $2,018-68.8% | $2,559-75.4% | $2,596-75.7% |
| Participant deferral / active EE | $1,134 | $2,956-61.6% | $3,849-70.5% | $4,027-71.8% |
| Admin fee / account holder | $52 | $4,694-98.9% | $6,267-99.2% | $5,403-99.0% |