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 | $24,895 | $197,591-87.4% | $177,821-86.0% | $158,922-84.3% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.7%-32.2pp | 82.0%-26.4pp |
| Annual return | 29.77% | 58.76%-29.0pp | 48.32%-18.6pp | 302.83%-273.1pp |
| Employer contribution / active EE | $1,675 | $6,697-75.0% | $5,918-71.7% | $4,761-64.8% |
| Participant deferral / active EE | $1,770 | $8,405-78.9% | $7,714-77.1% | $5,982-70.4% |
| Admin fee / account holder | $13 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |