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 | $9,096 | $63,442-85.7% | $68,791-86.8% | $66,914-86.4% |
| Participation rate | 39.7% | 60.0%-20.3pp | 69.0%-29.4pp | 69.8%-30.1pp |
| Annual return | -22.62% | -8.29%-14.3pp | -6.38%-16.2pp | 1.58%-24.2pp |
| Employer contribution / active EE | $680 | $1,775-61.7% | $2,655-74.4% | $2,544-73.3% |
| Participant deferral / active EE | $1,180 | $2,945-59.9% | $3,941-70.1% | $4,237-72.1% |
| Admin fee / account holder | $234 | $577-59.5% | $4,932-95.3% | $593-60.6% |