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 | $4,326 | $169,032-97.4% | $129,207-96.7% | $145,922-97.0% |
| Participation rate | 47.1% | 76.4%-29.4pp | 69.6%-22.6pp | 80.3%-33.2pp |
| Annual return | 6.34% | 14330.11%-14323.8pp | 9417.33%-9411.0pp | 561.29%-554.9pp |
| Employer contribution / active EE | $783 | $5,537-85.9% | $4,153-81.1% | $4,660-83.2% |
| Participant deferral / active EE | $1,073 | $4,987-78.5% | $4,168-74.2% | $6,688-84.0% |
| Admin fee / account holder | $189 | $9,954-98.1% | $7,715-97.5% | $13,397-98.6% |