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 | $1,741 | $107,452-98.4% | $91,541-98.1% | $142,382-98.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 23.75% | 22.06%+1.7pp | 20.50%+3.2pp | 217.08%-193.3pp |
| Employer contribution / active EE | $438 | $2,994-85.4% | $2,505-82.5% | $4,299-89.8% |
| Participant deferral / active EE | $665 | $4,754-86.0% | $4,008-83.4% | $6,507-89.8% |
| Admin fee / account holder | $48 | $8,834-99.5% | $6,956-99.3% | $12,624-99.6% |