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 | $3,263 | $80,717-96.0% | $154,803-97.9% | $84,808-96.2% |
| Participation rate | 48.0% | 66.8%-18.8pp | 78.1%-30.1pp | 68.3%-20.3pp |
| Annual return | 25.14% | 37.96%-12.8pp | 58.88%-33.7pp | 40.90%-15.8pp |
| Employer contribution / active EE | $550 | $2,761-80.1% | $4,305-87.2% | $2,631-79.1% |
| Participant deferral / active EE | $93 | $3,303-97.2% | $5,540-98.3% | $4,212-97.8% |
| Admin fee / account holder | $31 | $6,746-99.5% | $14,329-99.8% | $7,344-99.6% |