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 | $1,820 | $45,863-96.0% | $77,024-97.6% | $68,494-97.3% |
| Participation rate | 53.7% | 55.9%-2.3pp | 67.9%-14.2pp | 67.9%-14.2pp |
| Annual return | -25.96% | 1.72%-27.7pp | 42.32%-68.3pp | -7.84%-18.1pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,076 | $2,962-63.7% | $4,426-75.7% | $4,027-73.3% |
| Admin fee / account holder | $48 | $3,041-98.4% | $5,425-99.1% | $5,403-99.1% |