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 8-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 | $9,617 | $158,817-93.9% | $121,196-92.1% | $135,375-92.9% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.7%-5.1pp | 82.6%-16.0pp |
| Annual return | -11.35% | -0.64%-10.7pp | 16.93%-28.3pp | 519.73%-531.1pp |
| Employer contribution / active EE | $1,457 | $5,665-74.3% | $4,022-63.8% | $4,779-69.5% |
| Participant deferral / active EE | $3,687 | $4,005-7.9% | $3,344+10.2% | $5,609-34.3% |
| Admin fee / account holder | $274 | $6,512-95.8% | $5,019-94.5% | $10,827-97.5% |