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 7-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 | $7,591 | $76,367-90.1% | $93,606-91.9% | $72,985-89.6% |
| Participation rate | 12.1% | 71.7%-59.6pp | 75.8%-63.7pp | 69.5%-57.4pp |
| Annual return | 43.13% | 25.82%+17.3pp | 32.76%+10.4pp | 81.00%-37.9pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $667 | $3,538-81.2% | $4,069-83.6% | $3,607-81.5% |
| Admin fee / account holder | $0 | $6,838-100.0% | $7,888-100.0% | $5,124-100.0% |