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 | $14,566 | $103,376-85.9% | $87,100-83.3% | $152,861-90.5% |
| Participation rate | 28.6% | 79.3%-50.8pp | 76.9%-48.3pp | 82.4%-53.9pp |
| Annual return | 22.08% | 28.10%-6.0pp | 28.19%-6.1pp | 345.32%-323.2pp |
| Employer contribution / active EE | $671 | $3,220-79.2% | $2,521-73.4% | $4,762-85.9% |
| Participant deferral / active EE | $1,224 | $4,778-74.4% | $4,049-69.8% | $5,850-79.1% |
| Admin fee / account holder | $24 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |