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 | $14,551 | $124,281-88.3% | $109,143-86.7% | $167,490-91.3% |
| Participation rate | 69.2% | 79.4%-10.2pp | 75.9%-6.6pp | 82.1%-12.9pp |
| Annual return | 4.37% | 26.04%-21.7pp | 25.75%-21.4pp | 478.56%-474.2pp |
| Employer contribution / active EE | $1,316 | $4,207-68.7% | $3,722-64.6% | $4,837-72.8% |
| Participant deferral / active EE | $4,387 | $5,255-16.5% | $4,653-5.7% | $6,341-30.8% |
| Admin fee / account holder | $72 | $7,970-99.1% | $6,752-98.9% | $12,309-99.4% |