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 5-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 | $3,590 | $54,350-93.4% | $82,719-95.7% | $68,494-94.8% |
| Participation rate | 65.4% | 63.9%+1.5pp | 72.6%-7.2pp | 67.9%-2.5pp |
| Annual return | -23.12% | -13.67%-9.4pp | 701.18%-724.3pp | -7.84%-15.3pp |
| Employer contribution / active EE | $623 | $2,218-71.9% | $3,009-79.3% | $2,596-76.0% |
| Participant deferral / active EE | $1,530 | $3,246-52.9% | $4,395-65.2% | $4,027-62.0% |
| Admin fee / account holder | $50 | $4,395-98.9% | $5,329-99.1% | $5,403-99.1% |