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 | $27,194 | $95,803-71.6% | $113,168-76.0% | $84,808-67.9% |
| Participation rate | 55.8% | 72.9%-17.1pp | 76.6%-20.8pp | 68.3%-12.5pp |
| Annual return | 15.07% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $870 | $2,360-63.1% | $2,975-70.8% | $2,631-66.9% |
| Participant deferral / active EE | $1,249 | $4,242-70.6% | $5,107-75.5% | $4,212-70.3% |
| Admin fee / account holder | $109 | $8,989-98.8% | $12,068-99.1% | $7,344-98.5% |