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 9-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 | $21,734 | $109,359-80.1% | $162,163-86.6% | $72,985-70.2% |
| Participation rate | 46.5% | 84.3%-37.7pp | 87.6%-41.0pp | 69.5%-23.0pp |
| Annual return | 3.51% | 25.46%-21.9pp | 115.59%-112.1pp | 81.00%-77.5pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,135 | $5,481-42.8% | $7,298-57.0% | $3,607-13.1% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |