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 | $6,625 | $87,733-92.4% | $106,548-93.8% | $85,850-92.3% |
| Participation rate | 61.5% | 71.9%-10.4pp | 76.1%-14.6pp | 69.3%-7.8pp |
| Annual return | 11.45% | 21.86%-10.4pp | 26.80%-15.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,058 | $2,073-49.0% | $2,819-62.5% | $2,565-58.8% |
| Participant deferral / active EE | $1,209 | $3,469-65.2% | $4,398-72.5% | $3,952-69.4% |
| Admin fee / account holder | $15 | $6,767-99.8% | $7,407-99.8% | $6,260-99.8% |