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 | $10,393 | $52,681-80.3% | $75,781-86.3% | $59,632-82.6% |
| Participation rate | 51.6% | 67.2%-15.6pp | 75.8%-24.2pp | 68.7%-17.1pp |
| Annual return | -1.27% | 2.95%-4.2pp | 9.68%-11.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $541 | $2,193-75.3% | $3,323-83.7% | $2,203-75.4% |
| Participant deferral / active EE | $729 | $2,591-71.9% | $3,651-80.0% | $3,192-77.2% |
| Admin fee / account holder | $228 | $3,610-93.7% | $5,299-95.7% | $4,297-94.7% |