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 | $6,045 | $115,882-94.8% | $100,516-94.0% | $158,922-96.2% |
| Participation rate | 33.3% | 81.6%-48.2pp | 79.4%-46.1pp | 82.0%-48.6pp |
| Annual return | 16.52% | 34.79%-18.3pp | 30.89%-14.4pp | 302.83%-286.3pp |
| Employer contribution / active EE | $580 | $4,103-85.9% | $3,418-83.0% | $4,761-87.8% |
| Participant deferral / active EE | $933 | $6,674-86.0% | $6,270-85.1% | $5,982-84.4% |
| Admin fee / account holder | $30 | $10,995-99.7% | $8,081-99.6% | $11,246-99.7% |