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 6-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 | $7,605 | $54,762-86.1% | $90,281-91.6% | $72,985-89.6% |
| Participation rate | 44.7% | 65.1%-20.4pp | 73.3%-28.5pp | 69.5%-24.7pp |
| Annual return | 16.32% | 30.63%-14.3pp | 78.10%-61.8pp | 81.00%-64.7pp |
| Employer contribution / active EE | $794 | $2,092-62.1% | $2,854-72.2% | $2,440-67.5% |
| Participant deferral / active EE | $1,308 | $2,887-54.7% | $3,885-66.3% | $3,607-63.7% |
| Admin fee / account holder | $226 | $3,972-94.3% | $5,351-95.8% | $5,124-95.6% |