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 5-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 | $6,803 | $152,509-95.5% | $117,472-94.2% | $134,475-94.9% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -22.79% | 52.99%-75.8pp | 29.74%-52.5pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,018 | $5,571-81.7% | $4,176-75.6% | $4,740-78.5% |
| Participant deferral / active EE | $1,560 | $4,818-67.6% | $4,070-61.7% | $6,400-75.6% |
| Admin fee / account holder | $138 | $7,004-98.0% | $5,645-97.6% | $11,426-98.8% |