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 | $9,144 | $86,286-89.4% | $111,297-91.8% | $85,850-89.3% |
| Participation rate | 48.1% | 73.3%-25.2pp | 77.3%-29.2pp | 69.3%-21.2pp |
| Annual return | 20.65% | 19.99%+0.7pp | 54.65%-34.0pp | 318.53%-297.9pp |
| Employer contribution / active EE | $770 | $2,043-62.3% | $2,731-71.8% | $2,565-70.0% |
| Participant deferral / active EE | $1,601 | $3,641-56.0% | $4,487-64.3% | $3,952-59.5% |
| Admin fee / account holder | $177 | $8,188-97.8% | $7,964-97.8% | $6,260-97.2% |