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 6-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 | $5,588 | $105,860-94.7% | $90,749-93.8% | $134,475-95.8% |
| Participation rate | 55.0% | 78.2%-23.2pp | 75.7%-20.7pp | 81.2%-26.2pp |
| Annual return | -21.33% | -11.01%-10.3pp | -12.16%-9.2pp | 417.96%-439.3pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,660 | $5,216-68.2% | $4,564-63.6% | $6,400-74.1% |
| Admin fee / account holder | $23 | $13,938-99.8% | $8,445-99.7% | $11,426-99.8% |