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 5-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 | $20,779 | $176,812-88.2% | $146,665-85.8% | $167,490-87.6% |
| Participation rate | 57.1% | 83.6%-26.5pp | 80.1%-22.9pp | 82.1%-25.0pp |
| Annual return | 7.63% | 24.03%-16.4pp | 22.74%-15.1pp | 478.56%-470.9pp |
| Employer contribution / active EE | $1,223 | $5,160-76.3% | $4,136-70.4% | $4,837-74.7% |
| Participant deferral / active EE | $4,506 | $6,440-30.0% | $5,506-18.2% | $6,341-28.9% |
| Admin fee / account holder | $152 | $13,259-98.9% | $10,280-98.5% | $12,309-98.8% |