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 8-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 | $6,452 | $42,894-85.0% | $60,874-89.4% | $68,494-90.6% |
| Participation rate | 58.9% | 66.8%-7.9pp | 73.1%-14.2pp | 67.9%-9.0pp |
| Annual return | -25.12% | -13.98%-11.1pp | 16.90%-42.0pp | -7.84%-17.3pp |
| Employer contribution / active EE | $678 | $1,978-65.7% | $2,701-74.9% | $2,596-73.9% |
| Participant deferral / active EE | $877 | $2,867-69.4% | $3,817-77.0% | $4,027-78.2% |
| Admin fee / account holder | $257 | $3,101-91.7% | $3,224-92.0% | $5,403-95.2% |