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 3-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 | $6,278 | $53,162-88.2% | $91,220-93.1% | $68,494-90.8% |
| Participation rate | 63.3% | 63.2%+0.1pp | 73.2%-9.9pp | 67.9%-4.6pp |
| Annual return | -88.13% | -3.14%-85.0pp | 114.01%-202.1pp | -7.84%-80.3pp |
| Employer contribution / active EE | $1,403 | $1,709-17.9% | $2,850-50.8% | $2,596-46.0% |
| Participant deferral / active EE | $2,751 | $2,974-7.5% | $4,234-35.0% | $4,027-31.7% |
| Admin fee / account holder | $58 | $4,493-98.7% | $5,420-98.9% | $5,403-98.9% |