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 5-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 | $14,681 | $165,984-91.2% | $164,813-91.1% | $145,922-89.9% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.6%-33.1pp | 80.3%-34.8pp |
| Annual return | 5.87% | 100.03%-94.2pp | 69.93%-64.1pp | 561.29%-555.4pp |
| Employer contribution / active EE | $1,517 | $5,273-71.2% | $4,341-65.1% | $4,660-67.4% |
| Participant deferral / active EE | $3,260 | $6,959-53.2% | $6,031-46.0% | $6,688-51.3% |
| Admin fee / account holder | $68 | $16,648-99.6% | $12,690-99.5% | $13,397-99.5% |