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 | $9,250 | $50,464-81.7% | $75,781-87.8% | $52,331-82.3% |
| Participation rate | 53.8% | 66.8%-13.0pp | 75.8%-22.0pp | 68.1%-14.3pp |
| Annual return | -13.36% | 1.03%-14.4pp | 9.68%-23.0pp | 4.54%-17.9pp |
| Employer contribution / active EE | $1,807 | $1,988-9.1% | $3,323-45.6% | $1,882-4.0% |
| Participant deferral / active EE | $2,697 | $2,570+4.9% | $3,651-26.1% | $3,022-10.7% |
| Admin fee / account holder | $114 | $1,103-89.6% | $5,299-97.8% | $592-80.7% |