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 7-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 | $2,782 | $69,207-96.0% | $64,056-95.7% | $139,434-98.0% |
| Participation rate | 23.5% | 75.6%-52.1pp | 72.3%-48.8pp | 80.3%-56.8pp |
| Annual return | 9.69% | 45.88%-36.2pp | 33.69%-24.0pp | 372.94%-363.3pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $62 | $4,244-98.5% | $3,068-98.0% | $11,403-99.5% |