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 | $5,873 | $48,265-87.8% | $68,791-91.5% | $68,494-91.4% |
| Participation rate | 56.8% | 60.7%-3.9pp | 69.0%-12.2pp | 67.9%-11.1pp |
| Annual return | -19.60% | -12.71%-6.9pp | -6.38%-13.2pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,096 | $1,829-40.1% | $2,655-58.7% | $2,596-57.8% |
| Participant deferral / active EE | $1,569 | $2,867-45.3% | $3,941-60.2% | $4,027-61.1% |
| Admin fee / account holder | $42 | $4,355-99.0% | $4,932-99.1% | $5,403-99.2% |