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 3-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 | $17,526 | $148,978-88.2% | $200,582-91.3% | $84,808-79.3% |
| Participation rate | 69.8% | 84.2%-14.5pp | 86.9%-17.1pp | 68.3%+1.5pp |
| Annual return | 25.06% | 28.16%-3.1pp | 42.33%-17.3pp | 40.90%-15.8pp |
| Employer contribution / active EE | $1,683 | $4,815-65.1% | $6,419-73.8% | $2,631-36.0% |
| Participant deferral / active EE | $3,022 | $7,142-57.7% | $9,331-67.6% | $4,212-28.2% |
| Admin fee / account holder | $100 | $13,977-99.3% | $16,305-99.4% | $7,344-98.6% |