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 | $6,014 | $72,492-91.7% | $87,100-93.1% | $72,985-91.8% |
| Participation rate | 25.4% | 72.8%-47.4pp | 76.9%-51.4pp | 69.5%-44.1pp |
| Annual return | 37.90% | 24.46%+13.4pp | 28.19%+9.7pp | 81.00%-43.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,119 | $3,270-65.8% | $4,049-72.4% | $3,607-69.0% |
| Admin fee / account holder | $164 | $5,055-96.7% | $7,497-97.8% | $5,124-96.8% |