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 | $16,979 | $167,307-89.9% | $143,757-88.2% | $134,475-87.4% |
| Participation rate | 52.9% | 84.8%-31.9pp | 80.3%-27.4pp | 81.2%-28.3pp |
| Annual return | -25.36% | 0.46%-25.8pp | -0.04%-25.3pp | 417.96%-443.3pp |
| Employer contribution / active EE | $3,213 | $5,619-42.8% | $4,951-35.1% | $4,740-32.2% |
| Participant deferral / active EE | $5,487 | $6,446-14.9% | $5,637-2.7% | $6,400-14.3% |
| Admin fee / account holder | $54 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |