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 | $9,196 | $71,050-87.1% | $93,606-90.2% | $80,856-88.6% |
| Participation rate | 23.0% | 60.4%-37.5pp | 68.7%-45.8pp | 67.6%-44.7pp |
| Annual return | 14.84% | 11.26%+3.6pp | 133.20%-118.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $406 | $1,564-74.0% | $2,420-83.2% | $2,755-85.3% |
| Participant deferral / active EE | $638 | $4,034-84.2% | $4,411-85.5% | $4,296-85.1% |
| Admin fee / account holder | $71 | $6,945-99.0% | $8,285-99.1% | $6,918-99.0% |