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 | $3,447 | $107,452-96.8% | $91,541-96.2% | $142,382-97.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 25.58% | 22.06%+3.5pp | 20.50%+5.1pp | 217.08%-191.5pp |
| Employer contribution / active EE | $473 | $2,994-84.2% | $2,505-81.1% | $4,299-89.0% |
| Participant deferral / active EE | $710 | $4,754-85.1% | $4,008-82.3% | $6,507-89.1% |
| Admin fee / account holder | $20 | $8,834-99.8% | $6,956-99.7% | $12,624-99.8% |