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 | $4,076 | $103,376-96.1% | $87,100-95.3% | $152,861-97.3% |
| Participation rate | 36.4% | 79.3%-43.0pp | 76.9%-40.5pp | 82.4%-46.1pp |
| Annual return | 30.87% | 28.10%+2.8pp | 28.19%+2.7pp | 345.32%-314.4pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $710 | $4,778-85.1% | $4,049-82.5% | $5,850-87.9% |
| Admin fee / account holder | $31 | $12,205-99.7% | $7,497-99.6% | $11,596-99.7% |