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 6-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 | $20,438 | $167,484-87.8% | $151,611-86.5% | $134,475-84.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -19.27% | 7.80%-27.1pp | 3.33%-22.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,899 | $6,829-72.2% | $6,166-69.2% | $4,740-59.9% |
| Participant deferral / active EE | $3,172 | $8,986-64.7% | $8,363-62.1% | $6,400-50.4% |
| Admin fee / account holder | $12 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |