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 4-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 | $6,572 | $101,724-93.5% | $164,813-96.0% | $80,856-91.9% |
| Participation rate | 51.7% | 71.8%-20.1pp | 78.6%-26.9pp | 67.6%-15.9pp |
| Annual return | 15.09% | 16.72%-1.6pp | 69.93%-54.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $967 | $2,953-67.3% | $4,341-77.7% | $2,755-64.9% |
| Participant deferral / active EE | $1,290 | $4,477-71.2% | $6,031-78.6% | $4,296-70.0% |
| Admin fee / account holder | $194 | $8,227-97.6% | $12,690-98.5% | $6,918-97.2% |