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 | $14,158 | $109,413-87.1% | $156,263-90.9% | $84,808-83.3% |
| Participation rate | 51.7% | 72.7%-21.0pp | 78.9%-27.2pp | 68.3%-16.6pp |
| Annual return | 20.87% | 20.18%+0.7pp | 59.47%-38.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,331 | $2,907-54.2% | $4,333-69.3% | $2,631-49.4% |
| Participant deferral / active EE | $1,298 | $4,590-71.7% | $6,158-78.9% | $4,212-69.2% |
| Admin fee / account holder | $64 | $9,357-99.3% | $14,255-99.5% | $7,344-99.1% |