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 | $3,406 | $51,175-93.3% | $70,515-95.2% | $75,163-95.5% |
| Participation rate | 29.6% | 60.9%-31.3pp | 68.3%-38.7pp | 67.2%-37.6pp |
| Annual return | 55.58% | 30.02%+25.6pp | 32.77%+22.8pp | 160.62%-105.0pp |
| Employer contribution / active EE | $391 | $1,826-78.6% | $2,973-86.9% | $2,670-85.4% |
| Participant deferral / active EE | $654 | $2,849-77.0% | $4,567-85.7% | $4,125-84.1% |
| Admin fee / account holder | $167 | $4,091-95.9% | $6,412-97.4% | $5,651-97.0% |