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 | $17,144 | $100,754-83.0% | $86,677-80.2% | $134,475-87.3% |
| Participation rate | 55.6% | 78.9%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -23.98% | 29.04%-53.0pp | 35.91%-59.9pp | 417.96%-441.9pp |
| Employer contribution / active EE | $2,830 | $3,489-18.9% | $2,836-0.2% | $4,740-40.3% |
| Participant deferral / active EE | $4,230 | $5,338-20.7% | $4,656-9.1% | $6,400-33.9% |
| Admin fee / account holder | $111 | $10,926-99.0% | $7,493-98.5% | $11,426-99.0% |