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 9-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 | $9,001 | $45,073-80.0% | $69,455-87.0% | $72,985-87.7% |
| Participation rate | 47.4% | 68.5%-21.1pp | 74.6%-27.2pp | 69.5%-22.1pp |
| Annual return | 2.64% | 22.65%-20.0pp | 28.97%-26.3pp | 81.00%-78.4pp |
| Employer contribution / active EE | $955 | $2,054-53.5% | $2,779-65.7% | $2,440-60.9% |
| Participant deferral / active EE | $1,025 | $2,602-60.6% | $3,535-71.0% | $3,607-71.6% |
| Admin fee / account holder | $141 | $3,056-95.4% | $3,839-96.3% | $5,124-97.2% |