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 | $13,618 | $57,354-76.3% | $83,848-83.8% | $64,186-78.8% |
| Participation rate | 53.6% | 68.6%-15.0pp | 76.1%-22.6pp | 69.6%-16.0pp |
| Annual return | 5.95% | 11.38%-5.4pp | 850.88%-844.9pp | 7.63%-1.7pp |
| Employer contribution / active EE | $1,120 | $2,545-56.0% | $3,631-69.2% | $2,381-53.0% |
| Participant deferral / active EE | $1,120 | $2,993-62.6% | $4,082-72.6% | $3,470-67.7% |
| Admin fee / account holder | $75 | $4,046-98.2% | $5,478-98.6% | $4,888-98.5% |