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 | $9,512 | $69,518-86.3% | $59,878-84.1% | $135,375-93.0% |
| Participation rate | 60.9% | 77.8%-17.0pp | 74.7%-13.8pp | 82.6%-21.8pp |
| Annual return | -10.50% | 7.94%-18.4pp | 3.46%-14.0pp | 519.73%-530.2pp |
| Employer contribution / active EE | $862 | $3,235-73.3% | $2,722-68.3% | $4,779-82.0% |
| Participant deferral / active EE | $1,151 | $4,206-72.6% | $3,402-66.2% | $5,609-79.5% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |