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 8-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 | $28,989 | $138,347-79.0% | $184,203-84.3% | $80,856-64.1% |
| Participation rate | 29.0% | 83.9%-54.8pp | 86.8%-57.8pp | 67.6%-38.6pp |
| Annual return | 11.24% | 20.02%-8.8pp | 28.81%-17.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,037 | $7,071-71.2% | $9,131-77.7% | $4,296-52.6% |
| Admin fee / account holder | $233 | $10,483-97.8% | $13,901-98.3% | $6,918-96.6% |