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 | $16,474 | $95,971-82.8% | $74,550-77.9% | $135,375-87.8% |
| Participation rate | 52.6% | 75.7%-23.0pp | 69.1%-16.5pp | 82.6%-30.0pp |
| Annual return | -10.31% | 56.96%-67.3pp | 32.53%-42.8pp | 519.73%-530.0pp |
| Employer contribution / active EE | $375 | $2,716-86.2% | $1,961-80.9% | $4,779-92.1% |
| Participant deferral / active EE | $1,057 | $3,843-72.5% | $3,108-66.0% | $5,609-81.2% |
| Admin fee / account holder | $199 | $6,522-96.9% | $5,060-96.1% | $10,827-98.2% |