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 | $7,088 | $45,863-84.5% | $77,024-90.8% | $68,494-89.7% |
| Participation rate | 31.0% | 55.9%-24.9pp | 67.9%-36.9pp | 67.9%-36.9pp |
| Annual return | -24.88% | 1.72%-26.6pp | 42.32%-67.2pp | -7.84%-17.0pp |
| Employer contribution / active EE | $678 | $1,650-58.9% | $2,812-75.9% | $2,596-73.9% |
| Participant deferral / active EE | $901 | $2,962-69.6% | $4,426-79.6% | $4,027-77.6% |
| Admin fee / account holder | $180 | $3,041-94.1% | $5,425-96.7% | $5,403-96.7% |