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 3-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 | $16,158 | $77,314-79.1% | $177,989-90.9% | $80,856-80.0% |
| Participation rate | 27.3% | 65.7%-38.4pp | 77.1%-49.8pp | 67.6%-40.4pp |
| Annual return | 40.86% | 18.09%+22.8pp | 294.48%-253.6pp | 35.59%+5.3pp |
| Employer contribution / active EE | $604 | $2,292-73.6% | $3,949-84.7% | $2,755-78.1% |
| Participant deferral / active EE | $1,076 | $4,411-75.6% | $6,276-82.9% | $4,296-75.0% |
| Admin fee / account holder | $20 | $7,191-99.7% | $10,363-99.8% | $6,918-99.7% |