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 | $10,902 | $98,750-89.0% | $149,696-92.7% | $79,858-86.3% |
| Participation rate | 23.7% | 75.8%-52.1pp | 82.5%-58.8pp | 69.6%-45.9pp |
| Annual return | 25.79% | 27.43%-1.6pp | 276.60%-250.8pp | 31.71%-5.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $783 | $5,680-86.2% | $6,842-88.5% | $3,740-79.1% |
| Admin fee / account holder | $128 | $6,053-97.9% | $9,309-98.6% | $5,306-97.6% |