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 7-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 | $5,002 | $72,277-93.1% | $101,248-95.1% | $79,858-93.7% |
| Participation rate | 36.7% | 68.5%-31.7pp | 75.8%-39.1pp | 69.6%-32.9pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $723 | $2,692-73.1% | $3,660-80.2% | $2,471-70.7% |
| Participant deferral / active EE | $915 | $3,282-72.1% | $4,370-79.1% | $3,740-75.5% |
| Admin fee / account holder | $156 | $4,400-96.5% | $5,945-97.4% | $5,306-97.1% |