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 | $8,378 | $46,869-82.1% | $122,332-93.2% | $70,131-88.1% |
| Participation rate | 17.1% | 58.2%-41.0pp | 71.6%-54.5pp | 69.5%-52.4pp |
| Annual return | 21.76% | 24.22%-2.5pp | 30.27%-8.5pp | 73.14%-51.4pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $165 | $2,166-92.4% | $3,287-95.0% | $3,332-95.0% |
| Admin fee / account holder | $146 | $3,322-95.6% | $5,478-97.3% | $4,645-96.9% |