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 4-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 | $7,444 | $105,860-93.0% | $90,749-91.8% | $134,475-94.5% |
| Participation rate | 68.4% | 78.2%-9.8pp | 75.7%-7.3pp | 81.2%-12.8pp |
| Annual return | -32.04% | -11.01%-21.0pp | -12.16%-19.9pp | 417.96%-450.0pp |
| Employer contribution / active EE | $841 | $3,462-75.7% | $2,921-71.2% | $4,740-82.3% |
| Participant deferral / active EE | $3,421 | $5,216-34.4% | $4,564-25.1% | $6,400-46.6% |
| Admin fee / account holder | $242 | $13,938-98.3% | $8,445-97.1% | $11,426-97.9% |