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 | $6,147 | $59,805-89.7% | $79,550-92.3% | $68,494-91.0% |
| Participation rate | 32.8% | 61.1%-28.3pp | 69.5%-36.7pp | 67.9%-35.1pp |
| Annual return | -26.00% | -12.30%-13.7pp | 0.16%-26.2pp | -7.84%-18.2pp |
| Employer contribution / active EE | $619 | $1,505-58.8% | $2,413-74.3% | $2,596-76.1% |
| Participant deferral / active EE | $1,391 | $3,024-54.0% | $3,985-65.1% | $4,027-65.5% |
| Admin fee / account holder | $20 | $4,835-99.6% | $6,832-99.7% | $5,403-99.6% |