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 | $10,505 | $57,354-81.7% | $83,848-87.5% | $64,186-83.6% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | -13.51% | 11.38%-24.9pp | 850.88%-864.4pp | 7.63%-21.1pp |
| Employer contribution / active EE | $779 | $2,545-69.4% | $3,631-78.5% | $2,381-67.3% |
| Participant deferral / active EE | $3,982 | $2,993+33.1% | $4,082-2.4% | $3,470+14.8% |
| Admin fee / account holder | $203 | $4,046-95.0% | $5,478-96.3% | $4,888-95.9% |