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 | $6,185 | $73,004-91.5% | $90,749-93.2% | $68,494-91.0% |
| Participation rate | 55.2% | 70.8%-15.7pp | 75.7%-20.5pp | 67.9%-12.7pp |
| Annual return | -37.25% | -13.81%-23.4pp | -12.16%-25.1pp | -7.84%-29.4pp |
| Employer contribution / active EE | $1,343 | $2,193-38.8% | $2,921-54.0% | $2,596-48.3% |
| Participant deferral / active EE | $1,609 | $3,627-55.6% | $4,564-64.7% | $4,027-60.0% |
| Admin fee / account holder | $53 | $5,896-99.1% | $8,445-99.4% | $5,403-99.0% |