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 3-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 | $3,884 | $126,574-96.9% | $106,213-96.3% | $145,922-97.3% |
| Participation rate | 63.6% | 77.6%-14.0pp | 75.3%-11.6pp | 80.3%-16.6pp |
| Annual return | 15.81% | 224.79%-209.0pp | 116.14%-100.3pp | 561.29%-545.5pp |
| Employer contribution / active EE | $930 | $3,730-75.1% | $3,171-70.7% | $4,660-80.0% |
| Participant deferral / active EE | $1,547 | $5,724-73.0% | $5,016-69.2% | $6,688-76.9% |
| Admin fee / account holder | $15 | $17,304-99.9% | $11,033-99.9% | $13,397-99.9% |