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 9-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 | $15,127 | $165,335-90.9% | $149,696-89.9% | $158,922-90.5% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 10.61% | 348.15%-337.5pp | 276.60%-266.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $912 | $5,103-82.1% | $4,644-80.4% | $4,761-80.8% |
| Participant deferral / active EE | $2,304 | $7,181-67.9% | $6,842-66.3% | $5,982-61.5% |
| Admin fee / account holder | $7 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |