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 7-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 | $3,182 | $32,117-90.1% | $71,086-95.5% | $64,186-95.0% |
| Participation rate | 33.3% | 42.7%-9.4pp | 54.7%-21.3pp | 69.6%-36.2pp |
| Annual return | -27.85% | -5.57%-22.3pp | 650.59%-678.4pp | 7.63%-35.5pp |
| Employer contribution / active EE | $305 | $712-57.2% | $1,088-72.0% | $2,381-87.2% |
| Participant deferral / active EE | $482 | $1,263-61.8% | $1,874-74.3% | $3,470-86.1% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |