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 | $9,614 | $43,723-78.0% | $121,196-92.1% | $64,186-85.0% |
| Participation rate | 42.9% | 58.3%-15.5pp | 71.7%-28.9pp | 69.6%-26.7pp |
| Annual return | -12.34% | 68.91%-81.2pp | 16.93%-29.3pp | 7.63%-20.0pp |
| Employer contribution / active EE | $638 | $1,296-50.8% | $4,022-84.1% | $2,381-73.2% |
| Participant deferral / active EE | $2,582 | $2,280+13.3% | $3,344-22.8% | $3,470-25.6% |
| Admin fee / account holder | $43 | $3,501-98.8% | $5,019-99.1% | $4,888-99.1% |