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 | $13,111 | $167,484-92.2% | $151,611-91.4% | $134,475-90.3% |
| Participation rate | 20.0% | 88.4%-68.4pp | 87.5%-67.5pp | 81.2%-61.2pp |
| Annual return | -43.86% | 7.80%-51.7pp | 3.33%-47.2pp | 417.96%-461.8pp |
| Employer contribution / active EE | $3,408 | $6,829-50.1% | $6,166-44.7% | $4,740-28.1% |
| Participant deferral / active EE | $4,100 | $8,986-54.4% | $8,363-51.0% | $6,400-35.9% |
| Admin fee / account holder | $22 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |