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 4-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 | $20,129 | $86,929-76.8% | $102,423-80.3% | $80,856-75.1% |
| Participation rate | 52.2% | 72.4%-20.2pp | 76.5%-24.3pp | 67.6%-15.5pp |
| Annual return | 16.24% | 18.88%-2.6pp | 29.32%-13.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $929 | $2,369-60.8% | $3,023-69.3% | $2,755-66.3% |
| Participant deferral / active EE | $1,361 | $4,118-67.0% | $5,053-73.1% | $4,296-68.3% |
| Admin fee / account holder | $291 | $8,049-96.4% | $9,451-96.9% | $6,918-95.8% |