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 | $3,619 | $73,933-95.1% | $96,683-96.3% | $75,163-95.2% |
| Participation rate | 42.3% | 66.4%-24.1pp | 74.3%-32.0pp | 67.2%-24.9pp |
| Annual return | 47.95% | 26.70%+21.3pp | 35.69%+12.3pp | 160.62%-112.7pp |
| Employer contribution / active EE | $835 | $2,928-71.5% | $3,737-77.6% | $2,670-68.7% |
| Participant deferral / active EE | $1,017 | $3,659-72.2% | $4,878-79.2% | $4,125-75.3% |
| Admin fee / account holder | $75 | $5,216-98.6% | $6,730-98.9% | $5,651-98.7% |