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 6-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 | $15,454 | $110,257-86.0% | $96,544-84.0% | $139,434-88.9% |
| Participation rate | 25.0% | 78.1%-53.1pp | 76.0%-51.0pp | 80.3%-55.3pp |
| Annual return | 23.93% | 26.32%-2.4pp | 25.84%-1.9pp | 372.94%-349.0pp |
| Employer contribution / active EE | $970 | $3,620-73.2% | $2,965-67.3% | $4,751-79.6% |
| Participant deferral / active EE | $1,456 | $5,548-73.8% | $4,851-70.0% | $6,710-78.3% |
| Admin fee / account holder | $39 | $11,591-99.7% | $8,252-99.5% | $11,403-99.7% |