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 | $6,592 | $43,327-84.8% | $59,878-89.0% | $64,186-89.7% |
| Participation rate | 21.2% | 69.2%-48.0pp | 74.7%-53.5pp | 69.6%-48.4pp |
| Annual return | 6.27% | -1.55%+7.8pp | 3.46%+2.8pp | 7.63%-1.4pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $560 | $2,546-78.0% | $3,402-83.5% | $3,470-83.9% |
| Admin fee / account holder | $208 | $3,005-93.1% | $3,590-94.2% | $4,888-95.8% |