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 | $6,575 | $54,350-87.9% | $82,719-92.1% | $68,494-90.4% |
| Participation rate | 60.0% | 63.9%-3.9pp | 72.6%-12.6pp | 67.9%-7.9pp |
| Annual return | -28.73% | -13.67%-15.1pp | 701.18%-729.9pp | -7.84%-20.9pp |
| Employer contribution / active EE | $1,039 | $2,218-53.2% | $3,009-65.5% | $2,596-60.0% |
| Participant deferral / active EE | $2,679 | $3,246-17.5% | $4,395-39.0% | $4,027-33.5% |
| Admin fee / account holder | $54 | $4,395-98.8% | $5,329-99.0% | $5,403-99.0% |