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 | $6,578 | $54,726-88.0% | $68,793-90.4% | $64,186-89.8% |
| Participation rate | 30.3% | 68.0%-37.7pp | 72.2%-41.9pp | 69.6%-39.3pp |
| Annual return | -41.39% | -1.62%-39.8pp | -4.63%-36.8pp | 7.63%-49.0pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,126 | $2,626-19.1% | $3,311-35.8% | $3,470-38.7% |
| Admin fee / account holder | $0 | $4,027-100.0% | $5,131-100.0% | $4,888-100.0% |