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 3-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 | $5,348 | $57,016-90.6% | $84,966-93.7% | $80,856-93.4% |
| Participation rate | 32.8% | 56.3%-23.6pp | 67.5%-34.7pp | 67.6%-34.9pp |
| Annual return | 12.61% | 21.66%-9.1pp | 66.38%-53.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $485 | $3,110-84.4% | $4,519-89.3% | $4,296-88.7% |
| Admin fee / account holder | $230 | $4,980-95.4% | $6,149-96.3% | $6,918-96.7% |