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 | $15,440 | $133,922-88.5% | $116,228-86.7% | $142,382-89.2% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.6%-31.7pp | 80.1%-37.3pp |
| Annual return | 18.02% | 147.76%-129.7pp | 90.06%-72.0pp | 217.08%-199.1pp |
| Employer contribution / active EE | $793 | $3,446-77.0% | $2,994-73.5% | $4,299-81.6% |
| Participant deferral / active EE | $936 | $5,672-83.5% | $4,953-81.1% | $6,507-85.6% |
| Admin fee / account holder | $166 | $14,945-98.9% | $11,989-98.6% | $12,624-98.7% |