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 | $1,093 | $60,022-98.2% | $88,946-98.8% | $84,808-98.7% |
| Participation rate | 26.5% | 57.8%-31.4pp | 68.8%-42.4pp | 68.3%-41.8pp |
| Annual return | 25.43% | 22.43%+3.0pp | 57.82%-32.4pp | 40.90%-15.5pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $132 | $3,114-95.8% | $4,581-97.1% | $4,212-96.9% |
| Admin fee / account holder | $3 | $4,811-99.9% | $8,261-100.0% | $7,344-100.0% |