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 | $22,784 | $162,781-86.0% | $133,956-83.0% | $158,922-85.7% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 15.41% | 41.94%-26.5pp | 45.09%-29.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,043 | $4,975-79.0% | $3,919-73.4% | $4,761-78.1% |
| Participant deferral / active EE | $1,655 | $5,911-72.0% | $5,048-67.2% | $5,982-72.3% |
| Admin fee / account holder | $6 | $11,736-100.0% | $8,927-99.9% | $11,246-100.0% |