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 7-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 | $3,209 | $58,512-94.5% | $84,015-96.2% | $72,985-95.6% |
| Participation rate | 51.7% | 61.2%-9.5pp | 69.0%-17.3pp | 69.5%-17.8pp |
| Annual return | 32.80% | 28.93%+3.9pp | 71.31%-38.5pp | 81.00%-48.2pp |
| Employer contribution / active EE | $512 | $1,163-56.0% | $1,983-74.2% | $2,440-79.0% |
| Participant deferral / active EE | $649 | $2,394-72.9% | $3,239-80.0% | $3,607-82.0% |
| Admin fee / account holder | $158 | $4,569-96.5% | $6,101-97.4% | $5,124-96.9% |