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 | $8,801 | $60,124-85.4% | $90,404-90.3% | $79,858-89.0% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 9.18% | 71.94%-62.8pp | 1293.02%-1283.8pp | 31.71%-22.5pp |
| Employer contribution / active EE | $526 | $2,068-74.6% | $3,262-83.9% | $2,471-78.7% |
| Participant deferral / active EE | $2,667 | $2,938-9.2% | $3,963-32.7% | $3,740-28.7% |
| Admin fee / account holder | $95 | $3,976-97.6% | $5,611-98.3% | $5,306-98.2% |