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 3-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 | $16,974 | $179,726-90.6% | $156,263-89.1% | $142,382-88.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 14.62% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $12,438 | $5,069+145.4% | $4,333+187.1% | $4,299+189.3% |
| Participant deferral / active EE | $183 | $6,956-97.4% | $6,158-97.0% | $6,507-97.2% |
| Admin fee / account holder | $15 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |