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 | $11,405 | $72,277-84.2% | $101,248-88.7% | $79,858-85.7% |
| Participation rate | 22.5% | 68.5%-45.9pp | 75.8%-53.3pp | 69.6%-47.1pp |
| Annual return | 10.97% | 22.30%-11.3pp | 46.47%-35.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $532 | $3,282-83.8% | $4,370-87.8% | $3,740-85.8% |
| Admin fee / account holder | $85 | $4,400-98.1% | $5,945-98.6% | $5,306-98.4% |