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 | $13,849 | $92,222-85.0% | $76,768-82.0% | $135,375-89.8% |
| Participation rate | 58.8% | 79.8%-20.9pp | 77.0%-18.1pp | 82.6%-23.8pp |
| Annual return | -9.15% | 5.46%-14.6pp | 2.43%-11.6pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,536 | $3,216-52.2% | $2,485-38.2% | $4,779-67.9% |
| Participant deferral / active EE | $1,816 | $4,509-59.7% | $3,852-52.9% | $5,609-67.6% |
| Admin fee / account holder | $228 | $10,748-97.9% | $6,675-96.6% | $10,827-97.9% |