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 3-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 | $19,373 | $138,347-86.0% | $184,203-89.5% | $80,856-76.0% |
| Participation rate | 27.5% | 83.9%-56.4pp | 86.8%-59.4pp | 67.6%-40.2pp |
| Annual return | 14.99% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,232 | $7,071-68.4% | $9,131-75.6% | $4,296-48.1% |
| Admin fee / account holder | $175 | $10,483-98.3% | $13,901-98.7% | $6,918-97.5% |