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 7-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 | $26,930 | $73,710-63.5% | $98,439-72.6% | - |
| Participation rate | 19.2% | 64.9%-45.7pp | 75.2%-56.0pp | - |
| Annual return | 16.96% | 11.66%+5.3pp | 21.16%-4.2pp | - |
| Employer contribution / active EE | $661 | $2,125-68.9% | $3,048-78.3% | - |
| Participant deferral / active EE | $1,223 | $4,019-69.6% | $4,738-74.2% | - |
| Admin fee / account holder | $117 | $12,790-99.1% | $8,948-98.7% | - |