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 3-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 | $7,131 | $145,922-95.1% | $34,355-79.2% | $145,922-95.1% |
| Participation rate | 66.7% | 80.3%-13.6pp | 68.4%-1.8pp | 80.3%-13.6pp |
| Annual return | 23.47% | 561.29%-537.8pp | 17.30%+6.2pp | 561.29%-537.8pp |
| Employer contribution / active EE | $983 | $4,660-78.9% | $1,553-36.7% | $4,660-78.9% |
| Participant deferral / active EE | $1,192 | $6,688-82.2% | $4,533-73.7% | $6,688-82.2% |
| Admin fee / account holder | $77 | $13,397-99.4% | $2,045-96.3% | $13,397-99.4% |