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 | $8,527 | $148,534-94.3% | $135,903-93.7% | $139,434-93.9% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 161.22% | 79.19%+82.0pp | 68.23%+93.0pp | 372.94%-211.7pp |
| Employer contribution / active EE | $1,083 | $5,243-79.3% | $4,856-77.7% | $4,751-77.2% |
| Participant deferral / active EE | $1,850 | $8,100-77.2% | $7,758-76.2% | $6,710-72.4% |
| Admin fee / account holder | $62 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |