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 | $9,890 | $95,193-89.6% | $76,523-87.1% | $135,375-92.7% |
| Participation rate | 46.7% | 74.4%-27.7pp | 68.0%-21.3pp | 82.6%-36.0pp |
| Annual return | -12.25% | 4.85%-17.1pp | -0.27%-12.0pp | 519.73%-532.0pp |
| Employer contribution / active EE | $549 | $3,302-83.4% | $2,647-79.3% | $4,779-88.5% |
| Participant deferral / active EE | $2,175 | $4,639-53.1% | $3,835-43.3% | $5,609-61.2% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |