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 | $11,839 | $89,753-86.8% | $107,525-89.0% | $84,808-86.0% |
| Participation rate | 25.7% | 68.1%-42.3pp | 75.1%-49.4pp | 68.3%-42.6pp |
| Annual return | 50.18% | 29.48%+20.7pp | 181.32%-131.1pp | 40.90%+9.3pp |
| Employer contribution / active EE | $1,164 | $3,113-62.6% | $3,754-69.0% | $2,631-55.8% |
| Participant deferral / active EE | $1,221 | $4,056-69.9% | $5,116-76.1% | $4,212-71.0% |
| Admin fee / account holder | $141 | $7,222-98.1% | $8,919-98.4% | $7,344-98.1% |