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 | $3,641 | $37,426-90.3% | $77,482-95.3% | $79,858-95.4% |
| Participation rate | 17.6% | 41.5%-23.9pp | 54.2%-36.5pp | 69.6%-52.0pp |
| Annual return | -115.73% | 39.70%-155.4pp | 54.79%-170.5pp | 31.71%-147.4pp |
| Employer contribution / active EE | $138 | $637-78.4% | $986-86.0% | $2,471-94.4% |
| Participant deferral / active EE | $619 | $1,260-50.8% | $1,861-66.7% | $3,740-83.4% |
| Admin fee / account holder | $59 | $2,504-97.6% | $2,858-97.9% | $5,306-98.9% |