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 | $16,282 | $124,319-86.9% | $111,297-85.4% | $167,490-90.3% |
| Participation rate | 53.3% | 79.6%-26.3pp | 77.3%-24.0pp | 82.1%-28.8pp |
| Annual return | 12.64% | 37.44%-24.8pp | 54.65%-42.0pp | 478.56%-465.9pp |
| Employer contribution / active EE | $880 | $3,435-74.4% | $2,731-67.8% | $4,837-81.8% |
| Participant deferral / active EE | $1,278 | $5,180-75.3% | $4,487-71.5% | $6,341-79.8% |
| Admin fee / account holder | $215 | $10,618-98.0% | $7,964-97.3% | $12,309-98.3% |