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 | $2,213 | $102,966-97.9% | $90,281-97.5% | $152,861-98.6% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.4%-53.9pp |
| Annual return | 72.03% | 95.16%-23.1pp | 78.10%-6.1pp | 345.32%-273.3pp |
| Employer contribution / active EE | $231 | $3,139-92.6% | $2,854-91.9% | $4,762-95.2% |
| Participant deferral / active EE | $324 | $4,281-92.4% | $3,885-91.7% | $5,850-94.5% |
| Admin fee / account holder | $139 | $6,171-97.7% | $5,351-97.4% | $11,596-98.8% |