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 | $17,495 | $165,335-89.4% | $149,696-88.3% | $158,922-89.0% |
| Participation rate | 53.3% | 84.6%-31.2pp | 82.5%-29.1pp | 82.0%-28.6pp |
| Annual return | 13.25% | 348.15%-334.9pp | 276.60%-263.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,000 | $5,103-80.4% | $4,644-78.5% | $4,761-79.0% |
| Participant deferral / active EE | $1,217 | $7,181-83.0% | $6,842-82.2% | $5,982-79.6% |
| Admin fee / account holder | $82 | $10,807-99.2% | $9,309-99.1% | $11,246-99.3% |