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 7-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 | $18,289 | $167,307-89.1% | $143,757-87.3% | $134,475-86.4% |
| Participation rate | 56.3% | 84.8%-28.6pp | 80.3%-24.1pp | 81.2%-25.0pp |
| Annual return | -24.73% | 0.46%-25.2pp | -0.04%-24.7pp | 417.96%-442.7pp |
| Employer contribution / active EE | $1,241 | $5,619-77.9% | $4,951-74.9% | $4,740-73.8% |
| Participant deferral / active EE | $3,166 | $6,446-50.9% | $5,637-43.8% | $6,400-50.5% |
| Admin fee / account holder | $255 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |