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 4-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 | $6,320 | $77,899-91.9% | $149,673-95.8% | $75,163-91.6% |
| Participation rate | 64.3% | 65.6%-1.3pp | 78.8%-14.5pp | 67.2%-2.9pp |
| Annual return | 10.20% | 31.72%-21.5pp | 134.42%-124.2pp | 160.62%-150.4pp |
| Employer contribution / active EE | $1,901 | $3,137-39.4% | $4,818-60.5% | $2,670-28.8% |
| Participant deferral / active EE | $1,532 | $3,411-55.1% | $5,680-73.0% | $4,125-62.9% |
| Admin fee / account holder | $152 | $5,956-97.5% | $13,210-98.9% | $5,651-97.3% |