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 10-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 | $18,388 | $168,632-89.1% | $147,614-87.5% | $125,391-85.3% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -3.92% | 77.65%-81.6pp | 61.98%-65.9pp | 282.22%-286.1pp |
| Employer contribution / active EE | $1,510 | $6,252-75.9% | $5,564-72.9% | $4,866-69.0% |
| Participant deferral / active EE | $3,270 | $5,507-40.6% | $4,895-33.2% | $5,352-38.9% |
| Admin fee / account holder | $13 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |