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 8-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 | $11,298 | $54,762-79.4% | $90,281-87.5% | $72,985-84.5% |
| Participation rate | 12.5% | 65.1%-52.6pp | 73.3%-60.8pp | 69.5%-57.0pp |
| Annual return | 32.96% | 30.63%+2.3pp | 78.10%-45.1pp | 81.00%-48.0pp |
| Employer contribution / active EE | $260 | $2,092-87.6% | $2,854-90.9% | $2,440-89.3% |
| Participant deferral / active EE | $543 | $2,887-81.2% | $3,885-86.0% | $3,607-84.9% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |