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 8-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 | $6,060 | $92,703-93.5% | $82,719-92.7% | $134,475-95.5% |
| Participation rate | 54.5% | 75.2%-20.6pp | 72.6%-18.0pp | 81.2%-26.7pp |
| Annual return | -22.40% | 944.92%-967.3pp | 701.18%-723.6pp | 417.96%-440.4pp |
| Employer contribution / active EE | $645 | $3,274-80.3% | $3,009-78.6% | $4,740-86.4% |
| Participant deferral / active EE | $1,045 | $4,802-78.2% | $4,395-76.2% | $6,400-83.7% |
| Admin fee / account holder | $53 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |