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 6-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 | $11,831 | $115,770-89.8% | $101,248-88.3% | $158,922-92.6% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 5.10% | 56.14%-51.0pp | 46.47%-41.4pp | 302.83%-297.7pp |
| Employer contribution / active EE | $2,517 | $4,175-39.7% | $3,660-31.2% | $4,761-47.1% |
| Participant deferral / active EE | $3,647 | $4,957-26.4% | $4,370-16.5% | $5,982-39.0% |
| Admin fee / account holder | $274 | $7,245-96.2% | $5,945-95.4% | $11,246-97.6% |