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 6-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 | $6,327 | $78,422-91.9% | $95,952-93.4% | $79,858-92.1% |
| Participation rate | 46.7% | 73.5%-26.8pp | 77.1%-30.4pp | 69.6%-23.0pp |
| Annual return | 33.62% | 19.37%+14.3pp | 91.61%-58.0pp | 31.71%+1.9pp |
| Employer contribution / active EE | $826 | $1,945-57.6% | $2,541-67.5% | $2,471-66.6% |
| Participant deferral / active EE | $940 | $3,440-72.7% | $4,167-77.4% | $3,740-74.9% |
| Admin fee / account holder | $200 | $5,622-96.4% | $6,795-97.1% | $5,306-96.2% |