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 4-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 | $7,689 | $77,314-90.1% | $177,989-95.7% | $80,856-90.5% |
| Participation rate | 50.0% | 65.7%-15.7pp | 77.1%-27.1pp | 67.6%-17.6pp |
| Annual return | 17.64% | 18.09%-0.4pp | 294.48%-276.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $683 | $2,292-70.2% | $3,949-82.7% | $2,755-75.2% |
| Participant deferral / active EE | $1,393 | $4,411-68.4% | $6,276-77.8% | $4,296-67.6% |
| Admin fee / account holder | $7 | $7,191-99.9% | $10,363-99.9% | $6,918-99.9% |