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 | $19,100 | $112,096-83.0% | $95,952-80.1% | $158,922-88.0% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 20.15% | 171.09%-150.9pp | 91.61%-71.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $652 | $3,198-79.6% | $2,541-74.4% | $4,761-86.3% |
| Participant deferral / active EE | $787 | $4,784-83.6% | $4,167-81.1% | $5,982-86.9% |
| Admin fee / account holder | $146 | $10,130-98.6% | $6,795-97.9% | $11,246-98.7% |