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 | $950 | $27,641-96.6% | $61,373-98.5% | $68,494-98.6% |
| Participation rate | 56.3% | 39.5%+16.8pp | 52.6%+3.7pp | 67.9%-11.6pp |
| Annual return | -33.58% | -13.24%-20.3pp | 338.61%-372.2pp | -7.84%-25.7pp |
| Employer contribution / active EE | $354 | $695-49.1% | $1,159-69.4% | $2,596-86.4% |
| Participant deferral / active EE | $530 | $1,263-58.0% | $2,125-75.0% | $4,027-86.8% |
| Admin fee / account holder | $8 | $2,010-99.6% | $2,130-99.6% | $5,403-99.9% |