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 | $14,779 | $82,664-82.1% | $125,339-88.2% | $68,494-78.4% |
| Participation rate | 52.9% | 75.0%-22.1pp | 82.4%-29.4pp | 67.9%-14.9pp |
| Annual return | -25.14% | -5.97%-19.2pp | 572.05%-597.2pp | -7.84%-17.3pp |
| Employer contribution / active EE | $1,090 | $3,381-67.8% | $4,814-77.3% | $2,596-58.0% |
| Participant deferral / active EE | $5,032 | $6,110-17.6% | $7,446-32.4% | $4,027+25.0% |
| Admin fee / account holder | $123 | $6,275-98.0% | $10,010-98.8% | $5,403-97.7% |