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 9-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 | $6,286 | $104,907-94.0% | $84,611-92.6% | $152,861-95.9% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | 30.32% | 373.79%-343.5pp | 258.74%-228.4pp | 345.32%-315.0pp |
| Employer contribution / active EE | $414 | $3,302-87.5% | $2,652-84.4% | $4,762-91.3% |
| Participant deferral / active EE | $621 | $4,688-86.8% | $3,899-84.1% | $5,850-89.4% |
| Admin fee / account holder | $18 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |