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 | $27,056 | $109,413-75.3% | $156,263-82.7% | $84,808-68.1% |
| Participation rate | 16.2% | 72.7%-56.5pp | 78.9%-62.7pp | 68.3%-52.1pp |
| Annual return | 18.20% | 20.18%-2.0pp | 59.47%-41.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $475 | $4,590-89.7% | $6,158-92.3% | $4,212-88.7% |
| Admin fee / account holder | $266 | $9,357-97.2% | $14,255-98.1% | $7,344-96.4% |