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 | $7,614 | $46,674-83.7% | $117,472-93.5% | $68,494-88.9% |
| Participation rate | 23.5% | 56.8%-33.2pp | 70.6%-47.1pp | 67.9%-44.4pp |
| Annual return | -43.89% | -14.52%-29.4pp | 29.74%-73.6pp | -7.84%-36.0pp |
| Employer contribution / active EE | $685 | $1,505-54.5% | $4,176-83.6% | $2,596-73.6% |
| Participant deferral / active EE | $1,000 | $2,636-62.1% | $4,070-75.4% | $4,027-75.2% |
| Admin fee / account holder | $82 | $4,020-98.0% | $5,645-98.5% | $5,403-98.5% |