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 8-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 | $16,028 | $150,440-89.3% | $136,294-88.2% | $147,584-89.1% |
| Participation rate | 28.6% | 84.4%-55.9pp | 81.9%-53.3pp | 82.8%-54.3pp |
| Annual return | 6.41% | 1049.08%-1042.7pp | 5155.94%-5149.5pp | 578.55%-572.1pp |
| Employer contribution / active EE | $902 | $5,256-82.8% | $4,695-80.8% | $4,876-81.5% |
| Participant deferral / active EE | $3,307 | $6,630-50.1% | $6,247-47.1% | $5,439-39.2% |
| Admin fee / account holder | $49 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |