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 8-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 | $7,300 | $157,256-95.4% | $141,162-94.8% | $152,861-95.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 44.47% | 64.32%-19.9pp | 71.39%-26.9pp | 345.32%-300.8pp |
| Employer contribution / active EE | $1,121 | $5,261-78.7% | $4,735-76.3% | $4,762-76.5% |
| Participant deferral / active EE | $1,981 | $7,109-72.1% | $6,709-70.5% | $5,850-66.1% |
| Admin fee / account holder | $39 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |