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 9-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 | $22,296 | $83,477-73.3% | $125,175-82.2% | $72,985-69.5% |
| Participation rate | 28.2% | 73.3%-45.1pp | 79.8%-51.6pp | 69.5%-41.3pp |
| Annual return | 27.64% | 25.78%+1.9pp | 43.79%-16.1pp | 81.00%-53.4pp |
| Employer contribution / active EE | $732 | $2,345-68.8% | $3,865-81.1% | $2,440-70.0% |
| Participant deferral / active EE | $1,075 | $3,585-70.0% | $4,937-78.2% | $3,607-70.2% |
| Admin fee / account holder | $77 | $5,517-98.6% | $9,702-99.2% | $5,124-98.5% |