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 10-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 | $20,238 | $103,376-80.4% | $87,100-76.8% | $152,861-86.8% |
| Participation rate | 44.4% | 79.3%-34.9pp | 76.9%-32.4pp | 82.4%-38.0pp |
| Annual return | 2.70% | 28.10%-25.4pp | 28.19%-25.5pp | 345.32%-342.6pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,949 | $4,778-59.2% | $4,049-51.9% | $5,850-66.7% |
| Admin fee / account holder | $260 | $12,205-97.9% | $7,497-96.5% | $11,596-97.8% |