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 | $7,297 | $152,509-95.2% | $117,472-93.8% | $134,475-94.6% |
| Participation rate | 68.2% | 77.1%-8.9pp | 70.6%-2.4pp | 81.2%-13.0pp |
| Annual return | -21.78% | 52.99%-74.8pp | 29.74%-51.5pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,532 | $5,571-72.5% | $4,176-63.3% | $4,740-67.7% |
| Participant deferral / active EE | $3,779 | $4,818-21.6% | $4,070-7.1% | $6,400-40.9% |
| Admin fee / account holder | $198 | $7,004-97.2% | $5,645-96.5% | $11,426-98.3% |