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 | $5,289 | $65,365-91.9% | $92,893-94.3% | $72,985-92.8% |
| Participation rate | 60.7% | 68.3%-7.6pp | 76.0%-15.3pp | 69.5%-8.8pp |
| Annual return | 18.91% | 42.10%-23.2pp | 109.41%-90.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $697 | $2,594-73.1% | $3,653-80.9% | $2,440-71.4% |
| Participant deferral / active EE | $1,254 | $3,128-59.9% | $4,236-70.4% | $3,607-65.2% |
| Admin fee / account holder | $295 | $4,251-93.1% | $5,794-94.9% | $5,124-94.2% |