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 | $10,081 | $48,750-79.3% | $88,946-88.7% | $74,304-86.4% |
| Participation rate | 14.9% | 44.5%-29.6pp | 68.8%-54.0pp | 60.3%-45.5pp |
| Annual return | 17.69% | 25.91%-8.2pp | 57.82%-40.1pp | 29.43%-11.7pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $298 | $2,423-87.7% | $4,581-93.5% | $3,767-92.1% |
| Admin fee / account holder | $288 | $3,756-92.3% | $8,261-96.5% | $2,969-90.3% |