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 | $8,578 | $102,966-91.7% | $90,281-90.5% | $152,861-94.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 18.26% | 95.16%-76.9pp | 78.10%-59.8pp | 345.32%-327.1pp |
| Employer contribution / active EE | $468 | $3,139-85.1% | $2,854-83.6% | $4,762-90.2% |
| Participant deferral / active EE | $476 | $4,281-88.9% | $3,885-87.7% | $5,850-91.9% |
| Admin fee / account holder | $60 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |