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 5-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 | $21,164 | $109,881-80.7% | $150,045-85.9% | $84,808-75.0% |
| Participation rate | 61.1% | 76.1%-15.0pp | 82.3%-21.2pp | 68.3%-7.2pp |
| Annual return | 18.26% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,299 | $3,561-63.5% | $4,693-72.3% | $2,631-50.6% |
| Participant deferral / active EE | $2,342 | $6,636-64.7% | $7,997-70.7% | $4,212-44.4% |
| Admin fee / account holder | $212 | $8,568-97.5% | $13,435-98.4% | $7,344-97.1% |