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 | $20,192 | $138,065-85.4% | $123,544-83.7% | $135,375-85.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -17.83% | 153.68%-171.5pp | 119.20%-137.0pp | 519.73%-537.6pp |
| Employer contribution / active EE | $1,336 | $5,151-74.1% | $4,628-71.1% | $4,779-72.0% |
| Participant deferral / active EE | $6,022 | $6,799-11.4% | $6,426-6.3% | $5,609+7.4% |
| Admin fee / account holder | $202 | $10,916-98.2% | $9,284-97.8% | $10,827-98.1% |