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 | $5,257 | $52,580-90.0% | $71,671-92.7% | $70,131-92.5% |
| Participation rate | 15.6% | 60.9%-45.3pp | 68.7%-53.2pp | 69.5%-54.0pp |
| Annual return | 29.53% | 20.25%+9.3pp | 20.65%+8.9pp | 73.14%-43.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $542 | $2,386-77.3% | $3,438-84.2% | $3,332-83.7% |
| Admin fee / account holder | $50 | $3,653-98.6% | $5,558-99.1% | $4,645-98.9% |