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 | $5,375 | $85,766-93.7% | $136,294-96.1% | $70,131-92.3% |
| Participation rate | 51.0% | 74.2%-23.1pp | 81.9%-30.9pp | 69.5%-18.5pp |
| Annual return | 14.42% | 31.45%-17.0pp | 5155.94%-5141.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,226 | $2,966-58.7% | $4,695-73.9% | $2,342-47.7% |
| Participant deferral / active EE | $1,496 | $5,051-70.4% | $6,247-76.1% | $3,332-55.1% |
| Admin fee / account holder | $124 | $5,420-97.7% | $9,243-98.7% | $4,645-97.3% |