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 | $11,032 | $64,707-83.0% | $112,228-90.2% | $68,494-83.9% |
| Participation rate | 46.8% | 67.2%-20.3pp | 75.1%-28.3pp | 67.9%-21.1pp |
| Annual return | -23.01% | -11.40%-11.6pp | 27.45%-50.5pp | -7.84%-15.2pp |
| Employer contribution / active EE | $737 | $2,746-73.2% | $3,635-79.7% | $2,596-71.6% |
| Participant deferral / active EE | $2,480 | $3,565-30.4% | $4,728-47.5% | $4,027-38.4% |
| Admin fee / account holder | $174 | $5,232-96.7% | $6,410-97.3% | $5,403-96.8% |