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 | $9,555 | $95,862-90.0% | $79,550-88.0% | $134,475-92.9% |
| Participation rate | 53.8% | 75.0%-21.2pp | 69.5%-15.6pp | 81.2%-27.4pp |
| Annual return | -37.58% | -2.69%-34.9pp | 0.16%-37.7pp | 417.96%-455.5pp |
| Employer contribution / active EE | $1,588 | $3,128-49.2% | $2,413-34.2% | $4,740-66.5% |
| Participant deferral / active EE | $3,067 | $4,693-34.6% | $3,985-23.0% | $6,400-52.1% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |