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 3-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 | $15,648 | $183,519-91.5% | $155,509-89.9% | $145,922-89.3% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | -0.91% | 61.17%-62.1pp | 64.67%-65.6pp | 561.29%-562.2pp |
| Employer contribution / active EE | $1,961 | $5,313-63.1% | $4,672-58.0% | $4,660-57.9% |
| Participant deferral / active EE | $2,455 | $6,462-62.0% | $5,626-56.4% | $6,688-63.3% |
| Admin fee / account holder | $114 | $19,313-99.4% | $15,912-99.3% | $13,397-99.1% |