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 | $13,342 | $168,632-92.1% | $147,614-91.0% | $125,391-89.4% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -24.14% | 77.65%-101.8pp | 61.98%-86.1pp | 282.22%-306.4pp |
| Employer contribution / active EE | $1,870 | $6,252-70.1% | $5,564-66.4% | $4,866-61.6% |
| Participant deferral / active EE | $6,038 | $5,507+9.6% | $4,895+23.3% | $5,352+12.8% |
| Admin fee / account holder | $61 | $13,580-99.6% | $11,611-99.5% | $9,540-99.4% |