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 | $25,356 | $110,094-77.0% | $151,611-83.3% | $68,494-63.0% |
| Participation rate | 63.4% | 84.0%-20.5pp | 87.5%-24.1pp | 67.9%-4.5pp |
| Annual return | -22.67% | -10.12%-12.5pp | 3.33%-26.0pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,894 | $4,471-57.6% | $6,166-69.3% | $2,596-27.1% |
| Participant deferral / active EE | $3,364 | $6,527-48.5% | $8,363-59.8% | $4,027-16.5% |
| Admin fee / account holder | $291 | $7,719-96.2% | $11,616-97.5% | $5,403-94.6% |