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 | $21,707 | $76,367-71.6% | $93,606-76.8% | $72,985-70.3% |
| Participation rate | 28.9% | 71.7%-42.8pp | 75.8%-46.9pp | 69.5%-40.6pp |
| Annual return | 24.05% | 25.82%-1.8pp | 32.76%-8.7pp | 81.00%-57.0pp |
| Employer contribution / active EE | $927 | $2,275-59.2% | $2,718-65.9% | $2,440-62.0% |
| Participant deferral / active EE | $899 | $3,538-74.6% | $4,069-77.9% | $3,607-75.1% |
| Admin fee / account holder | $158 | $6,838-97.7% | $7,888-98.0% | $5,124-96.9% |