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 | $5,765 | $99,032-94.2% | $80,019-92.8% | $135,375-95.7% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -13.74% | 15.39%-29.1pp | 11.22%-25.0pp | 519.73%-533.5pp |
| Employer contribution / active EE | $943 | $3,043-69.0% | $2,468-61.8% | $4,779-80.3% |
| Participant deferral / active EE | $1,517 | $4,282-64.6% | $3,686-58.8% | $5,609-72.9% |
| Admin fee / account holder | $192 | $10,436-98.2% | $6,521-97.1% | $10,827-98.2% |