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 7-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 | $5,335 | $54,350-90.2% | $82,719-93.6% | $68,494-92.2% |
| Participation rate | 27.8% | 63.9%-36.1pp | 72.6%-44.8pp | 67.9%-40.1pp |
| Annual return | -22.03% | -13.67%-8.4pp | 701.18%-723.2pp | -7.84%-14.2pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,277 | $3,246-60.7% | $4,395-70.9% | $4,027-68.3% |
| Admin fee / account holder | $79 | $4,395-98.2% | $5,329-98.5% | $5,403-98.5% |