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 | $11,742 | $99,020-88.1% | $86,590-86.4% | $147,584-92.0% |
| Participation rate | 58.8% | 76.3%-17.5pp | 73.5%-14.7pp | 82.8%-24.0pp |
| Annual return | 2.30% | 1312.34%-1310.0pp | 964.84%-962.5pp | 578.55%-576.2pp |
| Employer contribution / active EE | $229 | $3,132-92.7% | $2,839-91.9% | $4,876-95.3% |
| Participant deferral / active EE | $752 | $3,972-81.1% | $3,609-79.2% | $5,439-86.2% |
| Admin fee / account holder | $291 | $5,710-94.9% | $4,906-94.1% | $10,885-97.3% |