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 | $27,386 | $66,098-58.6% | $101,794-73.1% | $74,304-63.1% |
| Participation rate | 15.5% | 53.8%-38.3pp | 69.2%-53.7pp | 60.3%-44.9pp |
| Annual return | 14.26% | 19.59%-5.3pp | 30.53%-16.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $242 | $1,082-77.6% | $2,289-89.4% | $2,241-89.2% |
| Participant deferral / active EE | $441 | $2,781-84.2% | $4,084-89.2% | $3,767-88.3% |
| Admin fee / account holder | $241 | $4,146-94.2% | $8,777-97.3% | $2,969-91.9% |