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 8-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 | $5,534 | $62,586-91.2% | $76,768-92.8% | $64,186-91.4% |
| Participation rate | 43.8% | 72.8%-29.1pp | 77.0%-33.2pp | 69.6%-25.8pp |
| Annual return | -19.81% | -1.95%-17.9pp | 2.43%-22.2pp | 7.63%-27.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,675 | $3,145-46.7% | $3,852-56.5% | $3,470-51.7% |
| Admin fee / account holder | $83 | $4,667-98.2% | $6,675-98.8% | $4,888-98.3% |