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 | $16,721 | $58,512-71.4% | $84,015-80.1% | $72,985-77.1% |
| Participation rate | 18.6% | 61.2%-42.7pp | 69.0%-50.4pp | 69.5%-50.9pp |
| Annual return | 52.10% | 28.93%+23.2pp | 71.31%-19.2pp | 81.00%-28.9pp |
| Employer contribution / active EE | $335 | $1,163-71.2% | $1,983-83.1% | $2,440-86.3% |
| Participant deferral / active EE | $1,013 | $2,394-57.7% | $3,239-68.7% | $3,607-71.9% |
| Admin fee / account holder | $206 | $4,569-95.5% | $6,101-96.6% | $5,124-96.0% |