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 | $7,177 | $46,674-84.6% | $117,472-93.9% | $68,494-89.5% |
| Participation rate | 42.9% | 56.8%-13.9pp | 70.6%-27.7pp | 67.9%-25.0pp |
| Annual return | -31.17% | -14.52%-16.7pp | 29.74%-60.9pp | -7.84%-23.3pp |
| Employer contribution / active EE | $733 | $1,505-51.3% | $4,176-82.4% | $2,596-71.8% |
| Participant deferral / active EE | $2,721 | $2,636+3.2% | $4,070-33.1% | $4,027-32.4% |
| Admin fee / account holder | $0 | $4,020-100.0% | $5,645-100.0% | $5,403-100.0% |