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 | $7,720 | $70,669-89.1% | $169,368-95.4% | $75,163-89.7% |
| Participation rate | 19.2% | 64.8%-45.6pp | 77.1%-57.9pp | 67.2%-48.0pp |
| Annual return | 26.27% | 36.36%-10.1pp | 405.60%-379.3pp | 160.62%-134.3pp |
| Employer contribution / active EE | $469 | $2,211-78.8% | $4,013-88.3% | $2,670-82.4% |
| Participant deferral / active EE | $645 | $4,311-85.0% | $6,221-89.6% | $4,125-84.4% |
| Admin fee / account holder | $286 | $5,402-94.7% | $9,003-96.8% | $5,651-94.9% |