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 | $10,810 | $168,632-93.6% | $147,614-92.7% | $125,391-91.4% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -17.14% | 77.65%-94.8pp | 61.98%-79.1pp | 282.22%-299.4pp |
| Employer contribution / active EE | $1,320 | $6,252-78.9% | $5,564-76.3% | $4,866-72.9% |
| Participant deferral / active EE | $3,960 | $5,507-28.1% | $4,895-19.1% | $5,352-26.0% |
| Admin fee / account holder | $53 | $13,580-99.6% | $11,611-99.5% | $9,540-99.4% |