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 8-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 | $14,656 | $72,277-79.7% | $101,248-85.5% | $79,858-81.6% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 22.47% | 22.30%+0.2pp | 46.47%-24.0pp | 31.71%-9.2pp |
| Employer contribution / active EE | $3,623 | $2,692+34.6% | $3,660-1.0% | $2,471+46.6% |
| Participant deferral / active EE | $416 | $3,282-87.3% | $4,370-90.5% | $3,740-88.9% |
| Admin fee / account holder | $256 | $4,400-94.2% | $5,945-95.7% | $5,306-95.2% |