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 | $51,853 | $124,881-58.5% | $209,409-75.2% | $116,875-55.6% |
| Participation rate | 58.1% | 75.8%-17.7pp | 80.4%-22.3pp | 74.5%-16.5pp |
| Annual return | 3.07% | 14.56%-11.5pp | 159.49%-156.4pp | 16.29%-13.2pp |
| Employer contribution / active EE | $1,336 | $2,588-48.4% | $5,035-73.5% | $3,288-59.4% |
| Participant deferral / active EE | $2,020 | $3,793-46.7% | $4,230-52.2% | $3,885-48.0% |
| Admin fee / account holder | $268 | $12,933-97.9% | $16,474-98.4% | $12,263-97.8% |