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 | $5,709 | $63,346-91.0% | $92,233-93.8% | $70,131-91.9% |
| Participation rate | 27.7% | 68.7%-41.0pp | 76.5%-48.8pp | 69.5%-41.9pp |
| Annual return | 31.51% | 530.12%-498.6pp | 176.28%-144.8pp | 73.14%-41.6pp |
| Employer contribution / active EE | $512 | $2,471-79.3% | $3,679-86.1% | $2,342-78.1% |
| Participant deferral / active EE | $724 | $2,854-74.6% | $3,897-81.4% | $3,332-78.3% |
| Admin fee / account holder | $157 | $3,840-95.9% | $5,194-97.0% | $4,645-96.6% |