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 | $11,363 | $228,332-95.0% | $185,823-93.9% | $158,922-92.9% |
| Participation rate | 61.5% | 82.3%-20.8pp | 78.0%-16.5pp | 82.0%-20.4pp |
| Annual return | 12.84% | 40.80%-28.0pp | 35.95%-23.1pp | 302.83%-290.0pp |
| Employer contribution / active EE | $651 | $4,967-86.9% | $4,087-84.1% | $4,761-86.3% |
| Participant deferral / active EE | $688 | $6,415-89.3% | $5,632-87.8% | $5,982-88.5% |
| Admin fee / account holder | $146 | $11,864-98.8% | $9,500-98.5% | $11,246-98.7% |