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 | $31,645 | $153,772-79.4% | $133,980-76.4% | $273,961-88.4% |
| Participation rate | 63.2% | 88.4%-25.2pp | 87.1%-23.9pp | 83.0%-19.9pp |
| Annual return | 6.76% | 36.51%-29.7pp | 29.30%-22.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,604 | $6,029-73.4% | $5,211-69.2% | $4,869-67.1% |
| Participant deferral / active EE | $2,295 | $6,958-67.0% | $6,282-63.5% | $5,287-56.6% |
| Admin fee / account holder | $86 | $11,765-99.3% | $9,324-99.1% | $10,132-99.1% |