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 | $8,941 | $167,307-94.7% | $143,757-93.8% | $134,475-93.4% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -45.30% | 0.46%-45.8pp | -0.04%-45.3pp | 417.96%-463.3pp |
| Employer contribution / active EE | $1,491 | $5,619-73.5% | $4,951-69.9% | $4,740-68.5% |
| Participant deferral / active EE | $4,761 | $6,446-26.1% | $5,637-15.5% | $6,400-25.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |