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 | $7,900 | $58,512-86.5% | $84,015-90.6% | $72,985-89.2% |
| Participation rate | 42.6% | 61.2%-18.7pp | 69.0%-26.5pp | 69.5%-26.9pp |
| Annual return | 29.97% | 28.93%+1.0pp | 71.31%-41.3pp | 81.00%-51.0pp |
| Employer contribution / active EE | $809 | $1,163-30.4% | $1,983-59.2% | $2,440-66.8% |
| Participant deferral / active EE | $833 | $2,394-65.2% | $3,239-74.3% | $3,607-76.9% |
| Admin fee / account holder | $233 | $4,569-94.9% | $6,101-96.2% | $5,124-95.4% |