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 6-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 | $2,688 | $45,863-94.1% | $77,024-96.5% | $68,494-96.1% |
| Participation rate | 68.0% | 55.9%+12.1pp | 67.9%+0.1pp | 67.9%+0.1pp |
| Annual return | -21.66% | 1.72%-23.4pp | 42.32%-64.0pp | -7.84%-13.8pp |
| Employer contribution / active EE | $433 | $1,650-73.8% | $2,812-84.6% | $2,596-83.3% |
| Participant deferral / active EE | $866 | $2,962-70.8% | $4,426-80.4% | $4,027-78.5% |
| Admin fee / account holder | $13 | $3,041-99.6% | $5,425-99.8% | $5,403-99.8% |