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 | $11,055 | $71,883-84.6% | $86,677-87.2% | $68,494-83.9% |
| Participation rate | 62.5% | 72.2%-9.7pp | 76.6%-14.1pp | 67.9%-5.4pp |
| Annual return | -20.56% | 3.52%-24.1pp | 35.91%-56.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,421 | $2,173-34.6% | $2,836-49.9% | $2,596-45.3% |
| Participant deferral / active EE | $2,402 | $3,779-36.4% | $4,656-48.4% | $4,027-40.3% |
| Admin fee / account holder | $259 | $6,112-95.8% | $7,493-96.5% | $5,403-95.2% |