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 | $6,503 | $69,518-90.6% | $59,878-89.1% | $135,375-95.2% |
| Participation rate | 68.4% | 77.8%-9.4pp | 74.7%-6.3pp | 82.6%-14.2pp |
| Annual return | -9.62% | 7.94%-17.6pp | 3.46%-13.1pp | 519.73%-529.4pp |
| Employer contribution / active EE | $360 | $3,235-88.9% | $2,722-86.8% | $4,779-92.5% |
| Participant deferral / active EE | $1,710 | $4,206-59.3% | $3,402-49.7% | $5,609-69.5% |
| Admin fee / account holder | $167 | $5,734-97.1% | $3,590-95.3% | $10,827-98.5% |