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 | $8,719 | $91,190-90.4% | $178,490-95.1% | $79,858-89.1% |
| Participation rate | 38.7% | 69.2%-30.5pp | 81.9%-43.2pp | 69.6%-30.9pp |
| Annual return | 27.07% | 24.19%+2.9pp | 151.07%-124.0pp | 31.71%-4.6pp |
| Employer contribution / active EE | $522 | $3,256-84.0% | $5,011-89.6% | $2,471-78.9% |
| Participant deferral / active EE | $612 | $3,236-81.1% | $5,202-88.2% | $3,740-83.6% |
| Admin fee / account holder | $52 | $6,751-99.2% | $13,984-99.6% | $5,306-99.0% |