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 | $16,719 | $77,813-78.5% | $123,544-86.5% | $64,186-74.0% |
| Participation rate | 45.7% | 74.7%-29.1pp | 82.3%-36.6pp | 69.6%-23.9pp |
| Annual return | -6.49% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,074 | $3,014-64.4% | $4,628-76.8% | $2,381-54.9% |
| Participant deferral / active EE | $1,592 | $5,240-69.6% | $6,426-75.2% | $3,470-54.1% |
| Admin fee / account holder | $145 | $5,519-97.4% | $9,284-98.4% | $4,888-97.0% |