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 | $7,737 | $53,127-85.4% | $86,590-91.1% | $70,131-89.0% |
| Participation rate | 46.3% | 65.3%-19.0pp | 73.5%-27.2pp | 69.5%-23.2pp |
| Annual return | 15.90% | 27.66%-11.8pp | 964.84%-948.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $605 | $2,696-77.6% | $3,609-83.2% | $3,332-81.9% |
| Admin fee / account holder | $173 | $3,585-95.2% | $4,906-96.5% | $4,645-96.3% |