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 | $12,798 | $167,307-92.4% | $143,757-91.1% | $134,475-90.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -34.50% | 0.46%-35.0pp | -0.04%-34.5pp | 417.96%-452.5pp |
| Employer contribution / active EE | $1,177 | $5,619-79.1% | $4,951-76.2% | $4,740-75.2% |
| Participant deferral / active EE | $5,567 | $6,446-13.6% | $5,637-1.2% | $6,400-13.0% |
| Admin fee / account holder | $154 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |