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 | $17,261 | $80,968-78.7% | $96,544-82.1% | $75,163-77.0% |
| Participation rate | 57.7% | 71.8%-14.1pp | 76.0%-18.3pp | 67.2%-9.5pp |
| Annual return | 26.27% | 27.06%-0.8pp | 25.84%+0.4pp | 160.62%-134.3pp |
| Employer contribution / active EE | $2,199 | $2,282-3.6% | $2,965-25.8% | $2,670-17.7% |
| Participant deferral / active EE | $1,337 | $3,928-66.0% | $4,851-72.4% | $4,125-67.6% |
| Admin fee / account holder | $18 | $6,724-99.7% | $8,252-99.8% | $5,651-99.7% |