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 | $13,408 | $78,422-82.9% | $95,952-86.0% | $79,858-83.2% |
| Participation rate | 35.1% | 73.5%-38.4pp | 77.1%-42.0pp | 69.6%-34.5pp |
| Annual return | 16.01% | 19.37%-3.4pp | 91.61%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $701 | $3,440-79.6% | $4,167-83.2% | $3,740-81.3% |
| Admin fee / account holder | $111 | $5,622-98.0% | $6,795-98.4% | $5,306-97.9% |