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 8-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 | $17,144 | $157,256-89.1% | $141,162-87.9% | $152,861-88.8% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.4%-40.8pp |
| Annual return | 29.38% | 64.32%-34.9pp | 71.39%-42.0pp | 345.32%-315.9pp |
| Employer contribution / active EE | $1,617 | $5,261-69.3% | $4,735-65.8% | $4,762-66.0% |
| Participant deferral / active EE | $2,084 | $7,109-70.7% | $6,709-68.9% | $5,850-64.4% |
| Admin fee / account holder | $213 | $12,120-98.2% | $10,261-97.9% | $11,596-98.2% |