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 4-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 | $15,169 | $82,664-81.7% | $125,339-87.9% | $68,494-77.9% |
| Participation rate | 32.5% | 75.0%-42.5pp | 82.4%-49.9pp | 67.9%-35.4pp |
| Annual return | -27.25% | -5.97%-21.3pp | 572.05%-599.3pp | -7.84%-19.4pp |
| Employer contribution / active EE | $1,226 | $3,381-63.7% | $4,814-74.5% | $2,596-52.8% |
| Participant deferral / active EE | $2,934 | $6,110-52.0% | $7,446-60.6% | $4,027-27.1% |
| Admin fee / account holder | $59 | $6,275-99.1% | $10,010-99.4% | $5,403-98.9% |