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 8-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 | $4,553 | $104,907-95.7% | $84,611-94.6% | $152,861-97.0% |
| Participation rate | 46.2% | 74.8%-28.7pp | 68.2%-22.1pp | 82.4%-36.3pp |
| Annual return | 35.83% | 373.79%-338.0pp | 258.74%-222.9pp | 345.32%-309.5pp |
| Employer contribution / active EE | $383 | $3,302-88.4% | $2,652-85.6% | $4,762-92.0% |
| Participant deferral / active EE | $750 | $4,688-84.0% | $3,899-80.8% | $5,850-87.2% |
| Admin fee / account holder | $176 | $6,241-97.2% | $4,912-96.4% | $11,596-98.5% |