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 | $17,436 | $142,344-87.8% | $119,609-85.4% | $134,475-87.0% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -7.30% | -12.44%+5.1pp | -14.97%+7.7pp | 417.96%-425.3pp |
| Employer contribution / active EE | $1,270 | $5,222-75.7% | $4,232-70.0% | $4,740-73.2% |
| Participant deferral / active EE | $1,705 | $6,469-73.6% | $5,602-69.6% | $6,400-73.4% |
| Admin fee / account holder | $18 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |