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 | $5,034 | $67,606-92.6% | $82,313-93.9% | $70,131-92.8% |
| Participation rate | 13.8% | 72.8%-59.0pp | 76.9%-63.1pp | 69.5%-55.7pp |
| Annual return | 10.45% | 21.57%-11.1pp | 25.88%-15.4pp | 73.14%-62.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $51 | $4,512-98.9% | $5,608-99.1% | $4,645-98.9% |