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 | $13,362 | $84,233-84.1% | $170,442-92.2% | $70,131-80.9% |
| Participation rate | 31.4% | 70.8%-39.5pp | 83.6%-52.2pp | 69.5%-38.2pp |
| Annual return | 20.34% | 23.06%-2.7pp | 205.93%-185.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $389 | $3,387-88.5% | $5,433-92.8% | $2,342-83.4% |
| Participant deferral / active EE | $733 | $3,086-76.2% | $4,939-85.2% | $3,332-78.0% |
| Admin fee / account holder | $49 | $5,698-99.1% | $13,880-99.6% | $4,645-98.9% |