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 | $11,791 | $72,277-83.7% | $101,248-88.4% | $79,858-85.2% |
| Participation rate | 56.8% | 68.5%-11.7pp | 75.8%-19.1pp | 69.6%-12.9pp |
| Annual return | -10.55% | 22.30%-32.8pp | 46.47%-57.0pp | 31.71%-42.3pp |
| Employer contribution / active EE | $1,273 | $2,692-52.7% | $3,660-65.2% | $2,471-48.5% |
| Participant deferral / active EE | $1,919 | $3,282-41.5% | $4,370-56.1% | $3,740-48.7% |
| Admin fee / account holder | $205 | $4,400-95.3% | $5,945-96.6% | $5,306-96.1% |