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 | $926 | $99,020-99.1% | $86,590-98.9% | $147,584-99.4% |
| Participation rate | 54.5% | 76.3%-21.8pp | 73.5%-19.0pp | 82.8%-28.3pp |
| Annual return | -7.19% | 1312.34%-1319.5pp | 964.84%-972.0pp | 578.55%-585.7pp |
| Employer contribution / active EE | $386 | $3,132-87.7% | $2,839-86.4% | $4,876-92.1% |
| Participant deferral / active EE | $571 | $3,972-85.6% | $3,609-84.2% | $5,439-89.5% |
| Admin fee / account holder | $158 | $5,710-97.2% | $4,906-96.8% | $10,885-98.5% |