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 6-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 | $11,133 | $133,958-91.7% | $112,228-90.1% | $134,475-91.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -26.48% | 47.11%-73.6pp | 27.45%-53.9pp | 417.96%-444.4pp |
| Employer contribution / active EE | $924 | $4,038-77.1% | $3,635-74.6% | $4,740-80.5% |
| Participant deferral / active EE | $1,762 | $5,291-66.7% | $4,728-62.7% | $6,400-72.5% |
| Admin fee / account holder | $200 | $7,489-97.3% | $6,410-96.9% | $11,426-98.2% |