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 | $2,693 | $99,877-97.3% | $84,966-96.8% | $145,922-98.2% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 39.67% | 83.76%-44.1pp | 66.38%-26.7pp | 561.29%-521.6pp |
| Employer contribution / active EE | $584 | $3,231-81.9% | $2,727-78.6% | $4,660-87.5% |
| Participant deferral / active EE | $876 | $5,291-83.4% | $4,519-80.6% | $6,688-86.9% |
| Admin fee / account holder | $26 | $7,248-99.6% | $6,149-99.6% | $13,397-99.8% |