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 7-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 | $10,699 | $102,616-89.6% | $81,983-87.0% | $158,922-93.3% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 5.43% | 61.04%-55.6pp | 41.31%-35.9pp | 302.83%-297.4pp |
| Employer contribution / active EE | $632 | $3,240-80.5% | $2,498-74.7% | $4,761-86.7% |
| Participant deferral / active EE | $1,120 | $4,648-75.9% | $3,722-69.9% | $5,982-81.3% |
| Admin fee / account holder | $80 | $8,235-99.0% | $5,664-98.6% | $11,246-99.3% |