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 6-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 | $17,603 | $56,423-68.8% | $77,163-77.2% | $71,457-75.4% |
| Participation rate | 4.5% | 64.3%-59.8pp | 69.6%-65.1pp | 67.9%-63.4pp |
| Annual return | 20.31% | 19.05%+1.3pp | 37.87%-17.6pp | 28.85%-8.5pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,535-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $272 | $3,142-91.3% | $3,833-92.9% | $4,289-93.7% |
| Admin fee / account holder | $251 | $1,429-82.4% | $5,472-95.4% | $1,587-84.2% |