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 6-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 | $5,568 | $152,509-96.3% | $117,472-95.3% | $134,475-95.9% |
| Participation rate | 52.9% | 77.1%-24.1pp | 70.6%-17.6pp | 81.2%-28.3pp |
| Annual return | -25.22% | 52.99%-78.2pp | 29.74%-55.0pp | 417.96%-443.2pp |
| Employer contribution / active EE | $383 | $5,571-93.1% | $4,176-90.8% | $4,740-91.9% |
| Participant deferral / active EE | $1,059 | $4,818-78.0% | $4,070-74.0% | $6,400-83.5% |
| Admin fee / account holder | $42 | $7,004-99.4% | $5,645-99.2% | $11,426-99.6% |