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 5-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 | $13,008 | $86,929-85.0% | $102,423-87.3% | $80,856-83.9% |
| Participation rate | 12.5% | 72.4%-59.9pp | 76.5%-64.0pp | 67.6%-55.1pp |
| Annual return | 12.20% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $309 | $4,118-92.5% | $5,053-93.9% | $4,296-92.8% |
| Admin fee / account holder | $62 | $8,049-99.2% | $9,451-99.3% | $6,918-99.1% |