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 9-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 | $8,603 | $107,791-92.0% | $90,645-90.5% | $135,375-93.6% |
| Participation rate | 36.4% | 78.0%-41.7pp | 74.0%-37.7pp | 82.6%-46.3pp |
| Annual return | -19.53% | -0.90%-18.6pp | 1.88%-21.4pp | 519.73%-539.3pp |
| Employer contribution / active EE | $580 | $3,018-80.8% | $2,532-77.1% | $4,779-87.9% |
| Participant deferral / active EE | $1,357 | $3,872-64.9% | $3,425-60.4% | $5,609-75.8% |
| Admin fee / account holder | $161 | $5,930-97.3% | $4,994-96.8% | $10,827-98.5% |