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 5-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 | $21,712 | $102,317-78.8% | $146,958-85.2% | $80,856-73.1% |
| Participation rate | 51.2% | 75.8%-24.6pp | 82.2%-30.9pp | 67.6%-16.4pp |
| Annual return | 11.08% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,807 | $3,713-51.3% | $4,933-63.4% | $2,755-34.4% |
| Participant deferral / active EE | $3,026 | $6,644-54.4% | $8,070-62.5% | $4,296-29.5% |
| Admin fee / account holder | $141 | $7,941-98.2% | $12,998-98.9% | $6,918-98.0% |