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 9-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 | $9,856 | $50,958-80.7% | $74,550-86.8% | $64,186-84.6% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.5pp | 69.6%-2.9pp |
| Annual return | -15.16% | -1.86%-13.3pp | 32.53%-47.7pp | 7.63%-22.8pp |
| Employer contribution / active EE | $2,083 | $1,115+86.8% | $1,961+6.2% | $2,381-12.5% |
| Participant deferral / active EE | $2,475 | $2,301+7.6% | $3,108-20.4% | $3,470-28.7% |
| Admin fee / account holder | $187 | $4,223-95.6% | $5,060-96.3% | $4,888-96.2% |