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 | $29,933 | $209,411-85.7% | $178,490-83.2% | $158,922-81.2% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 17.06% | 188.75%-171.7pp | 151.07%-134.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,365 | $5,706-76.1% | $5,011-72.8% | $4,761-71.3% |
| Participant deferral / active EE | $1,615 | $5,954-72.9% | $5,202-69.0% | $5,982-73.0% |
| Admin fee / account holder | $163 | $17,074-99.0% | $13,984-98.8% | $11,246-98.6% |