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 | $6,403 | $54,762-88.3% | $90,281-92.9% | $72,985-91.2% |
| Participation rate | 55.6% | 65.1%-9.6pp | 73.3%-17.7pp | 69.5%-13.9pp |
| Annual return | 23.57% | 30.63%-7.1pp | 78.10%-54.5pp | 81.00%-57.4pp |
| Employer contribution / active EE | $343 | $2,092-83.6% | $2,854-88.0% | $2,440-86.0% |
| Participant deferral / active EE | $122 | $2,887-95.8% | $3,885-96.9% | $3,607-96.6% |
| Admin fee / account holder | $27 | $3,972-99.3% | $5,351-99.5% | $5,124-99.5% |