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 7-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 | $9,797 | $59,805-83.6% | $79,550-87.7% | $68,494-85.7% |
| Participation rate | 48.5% | 61.1%-12.5pp | 69.5%-21.0pp | 67.9%-19.4pp |
| Annual return | -22.77% | -12.30%-10.5pp | 0.16%-22.9pp | -7.84%-14.9pp |
| Employer contribution / active EE | $742 | $1,505-50.7% | $2,413-69.3% | $2,596-71.4% |
| Participant deferral / active EE | $1,532 | $3,024-49.3% | $3,985-61.6% | $4,027-62.0% |
| Admin fee / account holder | $205 | $4,835-95.8% | $6,832-97.0% | $5,403-96.2% |