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 | $16,145 | $61,660-73.8% | $80,019-79.8% | $64,186-74.8% |
| Participation rate | 58.1% | 71.7%-13.6pp | 75.8%-17.8pp | 69.6%-11.5pp |
| Annual return | -1.75% | -0.33%-1.4pp | 11.22%-13.0pp | 7.63%-9.4pp |
| Employer contribution / active EE | $559 | $1,810-69.1% | $2,468-77.4% | $2,381-76.5% |
| Participant deferral / active EE | $1,212 | $2,968-59.2% | $3,686-67.1% | $3,470-65.1% |
| Admin fee / account holder | $108 | $5,417-98.0% | $6,521-98.3% | $4,888-97.8% |