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 | $15,602 | $52,681-70.4% | $75,781-79.4% | $59,632-73.8% |
| Participation rate | 48.8% | 67.2%-18.4pp | 75.8%-27.0pp | 68.7%-19.9pp |
| Annual return | -7.77% | 2.95%-10.7pp | 9.68%-17.4pp | 2041.28%-2049.1pp |
| Employer contribution / active EE | $394 | $2,193-82.0% | $3,323-88.1% | $2,203-82.1% |
| Participant deferral / active EE | $4,909 | $2,591+89.5% | $3,651+34.4% | $3,192+53.8% |
| Admin fee / account holder | $250 | $3,610-93.1% | $5,299-95.3% | $4,297-94.2% |