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 | $6,340 | $53,822-88.2% | $75,696-91.6% | $85,850-92.6% |
| Participation rate | 15.6% | 69.1%-53.4pp | 74.8%-59.2pp | 69.3%-53.7pp |
| Annual return | 27.86% | 24.54%+3.3pp | 104.53%-76.7pp | 318.53%-290.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $599 | $2,895-79.3% | $3,821-84.3% | $3,952-84.9% |
| Admin fee / account holder | $22 | $3,343-99.3% | $3,619-99.4% | $6,260-99.6% |