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 | $13,091 | $109,881-88.1% | $150,045-91.3% | $84,808-84.6% |
| Participation rate | 58.5% | 76.1%-17.6pp | 82.3%-23.9pp | 68.3%-9.8pp |
| Annual return | 8.42% | 28.25%-19.8pp | 62.55%-54.1pp | 40.90%-32.5pp |
| Employer contribution / active EE | $1,630 | $3,561-54.2% | $4,693-65.3% | $2,631-38.1% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $149 | $8,568-98.3% | $13,435-98.9% | $7,344-98.0% |