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 | $8,850 | $106,584-91.7% | $101,326-91.3% | $142,382-93.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 27.06% | 36.93%-9.9pp | 36.82%-9.8pp | 217.08%-190.0pp |
| Employer contribution / active EE | $620 | $3,956-84.3% | $3,665-83.1% | $4,299-85.6% |
| Participant deferral / active EE | $952 | $8,297-88.5% | $7,994-88.1% | $6,507-85.4% |
| Admin fee / account holder | $5 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |