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 9-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 | $13,230 | $55,706-76.2% | $75,886-82.6% | $72,985-81.9% |
| Participation rate | 30.6% | 61.1%-30.6pp | 69.3%-38.7pp | 69.5%-38.9pp |
| Annual return | 2.67% | 27.59%-24.9pp | 30.76%-28.1pp | 81.00%-78.3pp |
| Employer contribution / active EE | $502 | $1,687-70.3% | $2,500-79.9% | $2,440-79.4% |
| Participant deferral / active EE | $1,550 | $2,634-41.1% | $3,603-57.0% | $3,607-57.0% |
| Admin fee / account holder | $265 | $3,978-93.3% | $5,418-95.1% | $5,124-94.8% |