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 | $18,619 | $89,355-79.2% | $141,162-86.8% | $72,985-74.5% |
| Participation rate | 24.1% | 75.1%-51.0pp | 82.5%-58.3pp | 69.5%-45.3pp |
| Annual return | 20.91% | 111.85%-90.9pp | 71.39%-50.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $677 | $3,114-78.3% | $4,735-85.7% | $2,440-72.2% |
| Participant deferral / active EE | $1,736 | $5,418-68.0% | $6,709-74.1% | $3,607-51.9% |
| Admin fee / account holder | $246 | $5,958-95.9% | $10,261-97.6% | $5,124-95.2% |