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 | $10,944 | $100,754-89.1% | $86,677-87.4% | $134,475-91.9% |
| Participation rate | 38.5% | 78.9%-40.5pp | 76.6%-38.1pp | 81.2%-42.8pp |
| Annual return | -26.10% | 29.04%-55.1pp | 35.91%-62.0pp | 417.96%-444.1pp |
| Employer contribution / active EE | $891 | $3,489-74.5% | $2,836-68.6% | $4,740-81.2% |
| Participant deferral / active EE | $2,495 | $5,338-53.3% | $4,656-46.4% | $6,400-61.0% |
| Admin fee / account holder | $90 | $10,926-99.2% | $7,493-98.8% | $11,426-99.2% |