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 | $15,562 | $95,803-83.8% | $113,168-86.2% | $84,808-81.7% |
| Participation rate | 53.7% | 72.9%-19.2pp | 76.6%-22.9pp | 68.3%-14.6pp |
| Annual return | 13.23% | 25.00%-11.8pp | 24.27%-11.0pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,460 | $4,242-65.6% | $5,107-71.4% | $4,212-65.3% |
| Admin fee / account holder | $60 | $8,989-99.3% | $12,068-99.5% | $7,344-99.2% |