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 | $7,075 | $105,860-93.3% | $90,749-92.2% | $134,475-94.7% |
| Participation rate | 33.3% | 78.2%-44.9pp | 75.7%-42.4pp | 81.2%-47.9pp |
| Annual return | -31.98% | -11.01%-21.0pp | -12.16%-19.8pp | 417.96%-449.9pp |
| Employer contribution / active EE | $889 | $3,462-74.3% | $2,921-69.6% | $4,740-81.2% |
| Participant deferral / active EE | $2,751 | $5,216-47.2% | $4,564-39.7% | $6,400-57.0% |
| Admin fee / account holder | $50 | $13,938-99.6% | $8,445-99.4% | $11,426-99.6% |