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 | $16,827 | $142,344-88.2% | $119,609-85.9% | $134,475-87.5% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -26.56% | -12.44%-14.1pp | -14.97%-11.6pp | 417.96%-444.5pp |
| Employer contribution / active EE | $2,643 | $5,222-49.4% | $4,232-37.6% | $4,740-44.2% |
| Participant deferral / active EE | $2,638 | $6,469-59.2% | $5,602-52.9% | $6,400-58.8% |
| Admin fee / account holder | $211 | $13,584-98.4% | $10,323-98.0% | $11,426-98.2% |