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 7-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 | $9,417 | $115,770-91.9% | $101,248-90.7% | $158,922-94.1% |
| Participation rate | 45.0% | 79.4%-34.4pp | 75.8%-30.8pp | 82.0%-37.0pp |
| Annual return | 20.18% | 56.14%-36.0pp | 46.47%-26.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $818 | $4,175-80.4% | $3,660-77.7% | $4,761-82.8% |
| Participant deferral / active EE | $1,156 | $4,957-76.7% | $4,370-73.6% | $5,982-80.7% |
| Admin fee / account holder | $157 | $7,245-97.8% | $5,945-97.4% | $11,246-98.6% |