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 10-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 | $8,734 | $209,411-95.8% | $178,490-95.1% | $158,922-94.5% |
| Participation rate | 41.2% | 86.3%-45.2pp | 81.9%-40.7pp | 82.0%-40.8pp |
| Annual return | 18.31% | 188.75%-170.4pp | 151.07%-132.8pp | 302.83%-284.5pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $572 | $5,954-90.4% | $5,202-89.0% | $5,982-90.4% |
| Admin fee / account holder | $214 | $17,074-98.7% | $13,984-98.5% | $11,246-98.1% |