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 | $14,992 | $81,208-81.5% | $98,907-84.8% | $79,858-81.2% |
| Participation rate | 34.0% | 72.5%-38.5pp | 76.0%-42.0pp | 69.6%-35.6pp |
| Annual return | 25.77% | 60.99%-35.2pp | 196.43%-170.7pp | 31.71%-5.9pp |
| Employer contribution / active EE | $700 | $1,960-64.3% | $2,689-74.0% | $2,471-71.7% |
| Participant deferral / active EE | $1,382 | $3,265-57.7% | $4,244-67.4% | $3,740-63.0% |
| Admin fee / account holder | $72 | $6,013-98.8% | $6,642-98.9% | $5,306-98.6% |