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 5-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 | $18,695 | $81,460-77.1% | $103,333-81.9% | $80,856-76.9% |
| Participation rate | 31.5% | 66.8%-35.4pp | 74.5%-43.0pp | 67.6%-36.2pp |
| Annual return | 14.50% | 25.55%-11.0pp | 24.88%-10.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,192 | $3,105-61.6% | $3,868-69.2% | $2,755-56.7% |
| Participant deferral / active EE | $1,359 | $3,869-64.9% | $5,057-73.1% | $4,296-68.4% |
| Admin fee / account holder | $281 | $6,566-95.7% | $8,355-96.6% | $6,918-95.9% |