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 9-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 | $9,636 | $89,355-89.2% | $141,162-93.2% | $72,985-86.8% |
| Participation rate | 57.7% | 75.1%-17.4pp | 82.5%-24.7pp | 69.5%-11.7pp |
| Annual return | 22.04% | 111.85%-89.8pp | 71.39%-49.3pp | 81.00%-59.0pp |
| Employer contribution / active EE | $684 | $3,114-78.0% | $4,735-85.6% | $2,440-72.0% |
| Participant deferral / active EE | $905 | $5,418-83.3% | $6,709-86.5% | $3,607-74.9% |
| Admin fee / account holder | $276 | $5,958-95.4% | $10,261-97.3% | $5,124-94.6% |