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 | $4,891 | $81,248-94.0% | $155,509-96.9% | $80,856-94.0% |
| Participation rate | 35.7% | 66.2%-30.5pp | 78.2%-42.5pp | 67.6%-31.9pp |
| Annual return | 15.95% | 33.31%-17.4pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $393 | $3,100-87.3% | $4,672-91.6% | $2,755-85.7% |
| Participant deferral / active EE | $464 | $3,452-86.5% | $5,626-91.7% | $4,296-89.2% |
| Admin fee / account holder | $77 | $7,997-99.0% | $15,912-99.5% | $6,918-98.9% |