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 4-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 | $7,763 | $81,248-90.4% | $155,509-95.0% | $80,856-90.4% |
| Participation rate | 28.0% | 66.2%-38.2pp | 78.2%-50.2pp | 67.6%-39.6pp |
| Annual return | 38.82% | 33.31%+5.5pp | 64.67%-25.8pp | 35.59%+3.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $808 | $3,452-76.6% | $5,626-85.6% | $4,296-81.2% |
| Admin fee / account holder | $158 | $7,997-98.0% | $15,912-99.0% | $6,918-97.7% |