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 10-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 | $9,755 | $99,652-90.2% | $78,778-87.6% | $147,584-93.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 3.51% | 47.28%-43.8pp | 35.62%-32.1pp | 578.55%-575.0pp |
| Employer contribution / active EE | $1,007 | $2,796-64.0% | $1,986-49.3% | $4,876-79.3% |
| Participant deferral / active EE | $1,009 | $3,664-72.5% | $2,958-65.9% | $5,439-81.5% |
| Admin fee / account holder | $25 | $7,155-99.7% | $5,134-99.5% | $10,885-99.8% |