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 | $7,847 | $176,056-95.5% | $159,436-95.1% | $167,490-95.3% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 21.70% | 331.75%-310.1pp | 263.57%-241.9pp | 478.56%-456.9pp |
| Employer contribution / active EE | $1,000 | $5,297-81.1% | $4,829-79.3% | $4,837-79.3% |
| Participant deferral / active EE | $2,045 | $7,750-73.6% | $7,352-72.2% | $6,341-67.7% |
| Admin fee / account holder | $132 | $12,554-99.0% | $10,799-98.8% | $12,309-98.9% |