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 | $7,218 | $83,908-91.4% | $68,509-89.5% | $125,391-94.2% |
| Participation rate | 50.0% | 78.2%-28.2pp | 74.7%-24.7pp | 83.2%-33.2pp |
| Annual return | -6.35% | 14.48%-20.8pp | 8.27%-14.6pp | 282.22%-288.6pp |
| Employer contribution / active EE | $1,170 | $3,031-61.4% | $2,278-48.6% | $4,866-76.0% |
| Participant deferral / active EE | $1,170 | $4,125-71.6% | $3,382-65.4% | $5,352-78.1% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |