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 | $19,871 | $71,883-72.4% | $86,677-77.1% | $68,494-71.0% |
| Participation rate | 54.5% | 72.2%-17.7pp | 76.6%-22.0pp | 67.9%-13.3pp |
| Annual return | -13.48% | 3.52%-17.0pp | 35.91%-49.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $691 | $2,173-68.2% | $2,836-75.6% | $2,596-73.4% |
| Participant deferral / active EE | $1,146 | $3,779-69.7% | $4,656-75.4% | $4,027-71.5% |
| Admin fee / account holder | $79 | $6,112-98.7% | $7,493-98.9% | $5,403-98.5% |