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 8-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 | $10,486 | $102,616-89.8% | $81,983-87.2% | $158,922-93.4% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.2%-44.2pp | 82.0%-57.0pp |
| Annual return | 32.02% | 61.04%-29.0pp | 41.31%-9.3pp | 302.83%-270.8pp |
| Employer contribution / active EE | $542 | $3,240-83.3% | $2,498-78.3% | $4,761-88.6% |
| Participant deferral / active EE | $786 | $4,648-83.1% | $3,722-78.9% | $5,982-86.9% |
| Admin fee / account holder | $84 | $8,235-99.0% | $5,664-98.5% | $11,246-99.3% |