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 4-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 | $20,280 | $185,822-89.1% | $169,993-88.1% | $139,434-85.5% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 0.79% | 60.50%-59.7pp | 53.37%-52.6pp | 372.94%-372.1pp |
| Employer contribution / active EE | $1,970 | $7,590-74.0% | $6,785-71.0% | $4,751-58.5% |
| Participant deferral / active EE | $5,438 | $11,622-53.2% | $10,408-47.7% | $6,710-19.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |