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 | $3,647 | $73,867-95.1% | $143,757-97.5% | $68,494-94.7% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.6pp | 67.9%-1.2pp |
| Annual return | -20.72% | 1.01%-21.7pp | -0.04%-20.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $685 | $3,184-78.5% | $4,951-86.2% | $2,596-73.6% |
| Participant deferral / active EE | $1,064 | $3,384-68.6% | $5,637-81.1% | $4,027-73.6% |
| Admin fee / account holder | $112 | $5,755-98.1% | $14,673-99.2% | $5,403-97.9% |