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 | $13,061 | $159,901-91.8% | $146,958-91.1% | $145,922-91.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 19.28% | 98.13%-78.8pp | 418.34%-399.1pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,246 | $5,286-76.4% | $4,933-74.8% | $4,660-73.3% |
| Participant deferral / active EE | $2,337 | $8,428-72.3% | $8,070-71.0% | $6,688-65.1% |
| Admin fee / account holder | $141 | $15,044-99.1% | $12,998-98.9% | $13,397-99.0% |