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 6-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 | $11,775 | $94,625-87.6% | $116,228-89.9% | $84,808-86.1% |
| Participation rate | 12.5% | 70.4%-57.9pp | 74.6%-62.1pp | 68.3%-55.8pp |
| Annual return | 20.80% | 20.40%+0.4pp | 90.06%-69.3pp | 40.90%-20.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $268 | $3,972-93.3% | $4,953-94.6% | $4,212-93.6% |
| Admin fee / account holder | $26 | $10,091-99.7% | $11,989-99.8% | $7,344-99.6% |