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 | $11,335 | $83,477-86.4% | $125,175-90.9% | $72,985-84.5% |
| Participation rate | 35.2% | 73.3%-38.1pp | 79.8%-44.6pp | 69.5%-34.3pp |
| Annual return | 68.39% | 25.78%+42.6pp | 43.79%+24.6pp | 81.00%-12.6pp |
| Employer contribution / active EE | $668 | $2,345-71.5% | $3,865-82.7% | $2,440-72.6% |
| Participant deferral / active EE | $1,014 | $3,585-71.7% | $4,937-79.5% | $3,607-71.9% |
| Admin fee / account holder | $42 | $5,517-99.2% | $9,702-99.6% | $5,124-99.2% |