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 | $10,039 | $140,940-92.9% | $112,229-91.1% | $139,434-92.8% |
| Participation rate | 18.8% | 79.2%-60.4pp | 72.4%-53.7pp | 80.3%-61.6pp |
| Annual return | 0.22% | 32.71%-32.5pp | 30.20%-30.0pp | 372.94%-372.7pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |