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 | $13,586 | $167,307-91.9% | $143,757-90.5% | $134,475-89.9% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -66.54% | 0.46%-67.0pp | -0.04%-66.5pp | 417.96%-484.5pp |
| Employer contribution / active EE | $1,226 | $5,619-78.2% | $4,951-75.2% | $4,740-74.1% |
| Participant deferral / active EE | $6,953 | $6,446+7.9% | $5,637+23.3% | $6,400+8.6% |
| Admin fee / account holder | $15 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |