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 4-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 | $3,804 | $97,881-96.1% | $80,004-95.2% | $125,391-97.0% |
| Participation rate | 23.8% | 77.9%-54.1pp | 73.0%-49.2pp | 83.2%-59.4pp |
| Annual return | -10.80% | 9.36%-20.2pp | 7.63%-18.4pp | 282.22%-293.0pp |
| Employer contribution / active EE | $143 | $3,128-95.4% | $2,473-94.2% | $4,866-97.1% |
| Participant deferral / active EE | $635 | $3,744-83.1% | $3,204-80.2% | $5,352-88.1% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,540-100.0% |