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 4-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 | $7,880 | $106,515-92.6% | $96,683-91.9% | $139,434-94.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 10.69% | 38.43%-27.7pp | 35.69%-25.0pp | 372.94%-362.2pp |
| Employer contribution / active EE | $929 | $4,103-77.4% | $3,737-75.1% | $4,751-80.4% |
| Participant deferral / active EE | $1,435 | $5,454-73.7% | $4,878-70.6% | $6,710-78.6% |
| Admin fee / account holder | $44 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |