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 | $6,961 | $75,828-90.8% | $147,614-95.3% | $59,632-88.3% |
| Participation rate | 57.9% | 71.6%-13.7pp | 84.6%-26.7pp | 68.7%-10.8pp |
| Annual return | -3.07% | 0.37%-3.4pp | 61.98%-65.1pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $594 | $3,485-83.0% | $5,564-89.3% | $2,203-73.0% |
| Participant deferral / active EE | $925 | $3,130-70.5% | $4,895-81.1% | $3,192-71.0% |
| Admin fee / account holder | $258 | $5,985-95.7% | $11,611-97.8% | $4,297-94.0% |