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 | $3,250 | $54,762-94.1% | $90,281-96.4% | $72,985-95.5% |
| Participation rate | 25.0% | 65.1%-40.1pp | 73.3%-48.3pp | 69.5%-44.5pp |
| Annual return | 30.57% | 30.63%-0.1pp | 78.10%-47.5pp | 81.00%-50.4pp |
| Employer contribution / active EE | $301 | $2,092-85.6% | $2,854-89.4% | $2,440-87.7% |
| Participant deferral / active EE | $59 | $2,887-97.9% | $3,885-98.5% | $3,607-98.4% |
| Admin fee / account holder | $127 | $3,972-96.8% | $5,351-97.6% | $5,124-97.5% |