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 8-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 | $6,656 | $112,096-94.1% | $95,952-93.1% | $158,922-95.8% |
| Participation rate | 68.8% | 79.0%-10.2pp | 77.1%-8.3pp | 82.0%-13.2pp |
| Annual return | 23.58% | 171.09%-147.5pp | 91.61%-68.0pp | 302.83%-279.2pp |
| Employer contribution / active EE | $935 | $3,198-70.8% | $2,541-63.2% | $4,761-80.4% |
| Participant deferral / active EE | $1,078 | $4,784-77.5% | $4,167-74.1% | $5,982-82.0% |
| Admin fee / account holder | $105 | $10,130-99.0% | $6,795-98.5% | $11,246-99.1% |