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 5-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 | $5,288 | $57,016-90.7% | $84,966-93.8% | $80,856-93.5% |
| Participation rate | 28.4% | 56.3%-28.0pp | 67.5%-39.1pp | 67.6%-39.3pp |
| Annual return | 113.80% | 21.66%+92.1pp | 66.38%+47.4pp | 35.59%+78.2pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $404 | $3,110-87.0% | $4,519-91.1% | $4,296-90.6% |
| Admin fee / account holder | $111 | $4,980-97.8% | $6,149-98.2% | $6,918-98.4% |