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 9-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 | $7,097 | $57,354-87.6% | $83,848-91.5% | $64,186-88.9% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -16.38% | 11.38%-27.8pp | 850.88%-867.3pp | 7.63%-24.0pp |
| Employer contribution / active EE | $579 | $2,545-77.3% | $3,631-84.1% | $2,381-75.7% |
| Participant deferral / active EE | $2,373 | $2,993-20.7% | $4,082-41.9% | $3,470-31.6% |
| Admin fee / account holder | $56 | $4,046-98.6% | $5,478-99.0% | $4,888-98.9% |