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 9-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 | $3,708 | $43,723-91.5% | $121,196-96.9% | $64,186-94.2% |
| Participation rate | 54.1% | 58.3%-4.3pp | 71.7%-17.7pp | 69.6%-15.5pp |
| Annual return | -35.60% | 68.91%-104.5pp | 16.93%-52.5pp | 7.63%-43.2pp |
| Employer contribution / active EE | $688 | $1,296-47.0% | $4,022-82.9% | $2,381-71.1% |
| Participant deferral / active EE | $1,207 | $2,280-47.0% | $3,344-63.9% | $3,470-65.2% |
| Admin fee / account holder | $94 | $3,501-97.3% | $5,019-98.1% | $4,888-98.1% |