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 5-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 | $24,074 | $86,929-72.3% | $102,423-76.5% | $80,856-70.2% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.6%-27.6pp |
| Annual return | 14.64% | 18.88%-4.2pp | 29.32%-14.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,114 | $2,369-53.0% | $3,023-63.1% | $2,755-59.5% |
| Participant deferral / active EE | $1,700 | $4,118-58.7% | $5,053-66.4% | $4,296-60.4% |
| Admin fee / account holder | $102 | $8,049-98.7% | $9,451-98.9% | $6,918-98.5% |