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 3-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 | $4,637 | $48,230-90.4% | $67,502-93.1% | $80,856-94.3% |
| Participation rate | 54.0% | 66.4%-12.4pp | 72.9%-18.9pp | 67.6%-13.6pp |
| Annual return | 7.15% | 18.28%-11.1pp | 3512.12%-3505.0pp | 35.59%-28.4pp |
| Employer contribution / active EE | $1,248 | $2,020-38.2% | $2,731-54.3% | $2,755-54.7% |
| Participant deferral / active EE | $914 | $2,924-68.8% | $4,000-77.2% | $4,296-78.7% |
| Admin fee / account holder | $165 | $3,681-95.5% | $3,998-95.9% | $6,918-97.6% |