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 | $6,080 | $181,894-96.7% | $156,549-96.1% | $273,961-97.8% |
| Participation rate | 47.1% | 88.4%-41.3pp | 84.0%-37.0pp | 83.0%-36.0pp |
| Annual return | 10.21% | 30.74%-20.5pp | 32.23%-22.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,242 | $5,550-77.6% | $4,871-74.5% | $5,287-76.5% |
| Admin fee / account holder | $96 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |