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 3-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 | $2,939 | $140,940-97.9% | $112,229-97.4% | $139,434-97.9% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 0.00% | 32.71%-32.7pp | 30.20%-30.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $849 | $4,283-80.2% | $3,430-75.2% | $4,751-82.1% |
| Participant deferral / active EE | $991 | $5,874-83.1% | $4,798-79.3% | $6,710-85.2% |
| Admin fee / account holder | $1 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |