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 3-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 | $984 | $74,927-98.7% | $101,794-99.0% | $84,808-98.8% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.2%-12.0pp | 68.3%-11.2pp |
| Annual return | 24.04% | 18.70%+5.3pp | 30.53%-6.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $63 | $3,099-98.0% | $4,084-98.5% | $4,212-98.5% |
| Admin fee / account holder | $1 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |