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 | $7,813 | $48,046-83.7% | $84,611-90.8% | $72,985-89.3% |
| Participation rate | 34.4% | 57.6%-23.2pp | 68.2%-33.9pp | 69.5%-35.1pp |
| Annual return | 23.92% | 37.38%-13.5pp | 258.74%-234.8pp | 81.00%-57.1pp |
| Employer contribution / active EE | $592 | $1,602-63.0% | $2,652-77.7% | $2,440-75.7% |
| Participant deferral / active EE | $616 | $2,680-77.0% | $3,899-84.2% | $3,607-82.9% |
| Admin fee / account holder | $18 | $3,395-99.5% | $4,912-99.6% | $5,124-99.7% |