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 | $9,392 | $71,050-86.8% | $93,606-90.0% | $80,856-88.4% |
| Participation rate | 28.9% | 60.4%-31.5pp | 68.7%-39.8pp | 67.6%-38.7pp |
| Annual return | 4.52% | 11.26%-6.7pp | 133.20%-128.7pp | 35.59%-31.1pp |
| Employer contribution / active EE | $1,025 | $1,564-34.4% | $2,420-57.6% | $2,755-62.8% |
| Participant deferral / active EE | $1,935 | $4,034-52.0% | $4,411-56.1% | $4,296-54.9% |
| Admin fee / account holder | $291 | $6,945-95.8% | $8,285-96.5% | $6,918-95.8% |