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 | $5,210 | $63,764-91.8% | $81,930-93.6% | $79,858-93.5% |
| Participation rate | 51.6% | 67.5%-15.9pp | 72.0%-20.3pp | 69.6%-18.0pp |
| Annual return | 27.26% | 22.66%+4.6pp | 29.49%-2.2pp | 31.71%-4.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $958 | $2,780-65.6% | $7,107-86.5% | $3,740-74.4% |
| Admin fee / account holder | $82 | $4,426-98.1% | $5,158-98.4% | $5,306-98.4% |