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 7-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 | $6,217 | $72,492-91.4% | $87,100-92.9% | $72,985-91.5% |
| Participation rate | 56.3% | 72.8%-16.6pp | 76.9%-20.6pp | 69.5%-13.2pp |
| Annual return | 24.97% | 24.46%+0.5pp | 28.19%-3.2pp | 81.00%-56.0pp |
| Employer contribution / active EE | $988 | $1,894-47.8% | $2,521-60.8% | $2,440-59.5% |
| Participant deferral / active EE | $1,220 | $3,270-62.7% | $4,049-69.9% | $3,607-66.2% |
| Admin fee / account holder | $51 | $5,055-99.0% | $7,497-99.3% | $5,124-99.0% |