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 | $13,162 | $84,233-84.4% | $170,442-92.3% | $70,131-81.2% |
| Participation rate | 24.3% | 70.8%-46.5pp | 83.6%-59.3pp | 69.5%-45.2pp |
| Annual return | 26.28% | 23.06%+3.2pp | 205.93%-179.7pp | 73.14%-46.9pp |
| Employer contribution / active EE | $697 | $3,387-79.4% | $5,433-87.2% | $2,342-70.2% |
| Participant deferral / active EE | $615 | $3,086-80.1% | $4,939-87.6% | $3,332-81.5% |
| Admin fee / account holder | $254 | $5,698-95.5% | $13,880-98.2% | $4,645-94.5% |