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 9-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 | $11,690 | $77,314-84.9% | $177,989-93.4% | $80,856-85.5% |
| Participation rate | 64.3% | 65.7%-1.4pp | 77.1%-12.8pp | 67.6%-3.4pp |
| Annual return | 15.78% | 18.09%-2.3pp | 294.48%-278.7pp | 35.59%-19.8pp |
| Employer contribution / active EE | $552 | $2,292-75.9% | $3,949-86.0% | $2,755-80.0% |
| Participant deferral / active EE | $1,312 | $4,411-70.3% | $6,276-79.1% | $4,296-69.5% |
| Admin fee / account holder | $286 | $7,191-96.0% | $10,363-97.2% | $6,918-95.9% |