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 | $15,787 | $168,632-90.6% | $147,614-89.3% | $125,391-87.4% |
| Participation rate | 69.2% | 88.8%-19.5pp | 84.6%-15.4pp | 83.2%-14.0pp |
| Annual return | -4.87% | 77.65%-82.5pp | 61.98%-66.8pp | 282.22%-287.1pp |
| Employer contribution / active EE | $1,865 | $6,252-70.2% | $5,564-66.5% | $4,866-61.7% |
| Participant deferral / active EE | $3,174 | $5,507-42.4% | $4,895-35.2% | $5,352-40.7% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |