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 8-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 | $13,833 | $80,673-82.9% | $101,326-86.3% | $84,808-83.7% |
| Participation rate | 20.0% | 77.8%-57.8pp | 81.5%-61.5pp | 68.3%-48.3pp |
| Annual return | 17.92% | 38.95%-21.0pp | 36.82%-18.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $484 | $6,840-92.9% | $7,994-93.9% | $4,212-88.5% |
| Admin fee / account holder | $9 | $12,784-99.9% | $11,185-99.9% | $7,344-99.9% |