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 | $17,965 | $138,065-87.0% | $123,544-85.5% | $135,375-86.7% |
| Participation rate | 65.2% | 84.7%-19.5pp | 82.3%-17.1pp | 82.6%-17.4pp |
| Annual return | -11.07% | 153.68%-164.8pp | 119.20%-130.3pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,461 | $5,151-71.6% | $4,628-68.4% | $4,779-69.4% |
| Participant deferral / active EE | $3,501 | $6,799-48.5% | $6,426-45.5% | $5,609-37.6% |
| Admin fee / account holder | $97 | $10,916-99.1% | $9,284-99.0% | $10,827-99.1% |