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 9-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 | $13,142 | $157,256-91.6% | $141,162-90.7% | $152,861-91.4% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 9.37% | 64.32%-55.0pp | 71.39%-62.0pp | 345.32%-335.9pp |
| Employer contribution / active EE | $1,152 | $5,261-78.1% | $4,735-75.7% | $4,762-75.8% |
| Participant deferral / active EE | $2,624 | $7,109-63.1% | $6,709-60.9% | $5,850-55.1% |
| Admin fee / account holder | $158 | $12,120-98.7% | $10,261-98.5% | $11,596-98.6% |