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 | $28,497 | $162,781-82.5% | $133,956-78.7% | $158,922-82.1% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 18.27% | 41.94%-23.7pp | 45.09%-26.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $2,000 | $4,975-59.8% | $3,919-49.0% | $4,761-58.0% |
| Participant deferral / active EE | $1,003 | $5,911-83.0% | $5,048-80.1% | $5,982-83.2% |
| Admin fee / account holder | $65 | $11,736-99.4% | $8,927-99.3% | $11,246-99.4% |