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 | $17,942 | $144,119-87.6% | $117,854-84.8% | $147,584-87.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 1.76% | 531.15%-529.4pp | 335.08%-333.3pp | 578.55%-576.8pp |
| Employer contribution / active EE | $1,521 | $4,896-68.9% | $3,786-59.8% | $4,876-68.8% |
| Participant deferral / active EE | $7,283 | $5,316+37.0% | $4,482+62.5% | $5,439+33.9% |
| Admin fee / account holder | $135 | $10,886-98.8% | $8,020-98.3% | $10,885-98.8% |