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.
Participant contribution per participant 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 | $16,084 | $103,376-84.4% | $87,100-81.5% | $152,861-89.5% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.9%-34.0pp | 82.4%-39.6pp |
| Annual return | 23.41% | 28.10%-4.7pp | 28.19%-4.8pp | 345.32%-321.9pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,323 | $4,778-72.3% | $4,049-67.3% | $5,850-77.4% |
| Admin fee / account holder | $229 | $12,205-98.1% | $7,497-96.9% | $11,596-98.0% |