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 | $13,962 | $94,625-85.2% | $116,228-88.0% | $84,808-83.5% |
| Participation rate | 42.9% | 70.4%-27.6pp | 74.6%-31.7pp | 68.3%-25.5pp |
| Annual return | 20.15% | 20.40%-0.3pp | 90.06%-69.9pp | 40.90%-20.7pp |
| Employer contribution / active EE | $814 | $2,347-65.3% | $2,994-72.8% | $2,631-69.1% |
| Participant deferral / active EE | $1,353 | $3,972-65.9% | $4,953-72.7% | $4,212-67.9% |
| Admin fee / account holder | $111 | $10,091-98.9% | $11,989-99.1% | $7,344-98.5% |