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 | $11,399 | $138,065-91.7% | $123,544-90.8% | $135,375-91.6% |
| Participation rate | 61.9% | 84.7%-22.8pp | 82.3%-20.4pp | 82.6%-20.7pp |
| Annual return | -16.15% | 153.68%-169.8pp | 119.20%-135.3pp | 519.73%-535.9pp |
| Employer contribution / active EE | $1,177 | $5,151-77.1% | $4,628-74.6% | $4,779-75.4% |
| Participant deferral / active EE | $2,713 | $6,799-60.1% | $6,426-57.8% | $5,609-51.6% |
| Admin fee / account holder | $201 | $10,916-98.2% | $9,284-97.8% | $10,827-98.1% |