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 10-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 | $6,011 | $135,952-95.6% | $123,892-95.1% | $273,961-97.8% |
| Participation rate | 14.3% | 84.1%-69.8pp | 81.4%-67.1pp | 83.0%-68.7pp |
| Annual return | 7.87% | 56.63%-48.8pp | 47.52%-39.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,017 | $5,170-80.3% | $4,617-78.0% | $4,869-79.1% |
| Participant deferral / active EE | $1,066 | $6,343-83.2% | $5,984-82.2% | $5,287-79.8% |
| Admin fee / account holder | $286 | $9,817-97.1% | $8,357-96.6% | $10,132-97.2% |