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 | $17,212 | $168,632-89.8% | $147,614-88.3% | $125,391-86.3% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -5.41% | 77.65%-83.1pp | 61.98%-67.4pp | 282.22%-287.6pp |
| Employer contribution / active EE | $1,833 | $6,252-70.7% | $5,564-67.1% | $4,866-62.3% |
| Participant deferral / active EE | $1,847 | $5,507-66.5% | $4,895-62.3% | $5,352-65.5% |
| Admin fee / account holder | $214 | $13,580-98.4% | $11,611-98.2% | $9,540-97.8% |