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 | $10,411 | $76,367-86.4% | $93,606-88.9% | $72,985-85.7% |
| Participation rate | 37.0% | 71.7%-34.7pp | 75.8%-38.8pp | 69.5%-32.4pp |
| Annual return | 31.60% | 25.82%+5.8pp | 32.76%-1.2pp | 81.00%-49.4pp |
| Employer contribution / active EE | $768 | $2,275-66.3% | $2,718-71.7% | $2,440-68.5% |
| Participant deferral / active EE | $1,228 | $3,538-65.3% | $4,069-69.8% | $3,607-66.0% |
| Admin fee / account holder | $249 | $6,838-96.4% | $7,888-96.8% | $5,124-95.1% |