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 6-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 | $16,322 | $201,272-91.9% | $184,203-91.1% | $145,922-88.8% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.6pp |
| Annual return | 23.26% | 29.00%-5.7pp | 28.81%-5.6pp | 561.29%-538.0pp |
| Employer contribution / active EE | $1,652 | $7,022-76.5% | $6,427-74.3% | $4,660-64.5% |
| Participant deferral / active EE | $2,214 | $9,806-77.4% | $9,131-75.8% | $6,688-66.9% |
| Admin fee / account holder | $79 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |