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 | $11,947 | $227,553-94.7% | $189,557-93.7% | $167,490-92.9% |
| Participation rate | 69.2% | 82.5%-13.3pp | 78.4%-9.2pp | 82.1%-12.9pp |
| Annual return | 15.71% | 78.40%-62.7pp | 64.17%-48.5pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,000 | $5,316-81.2% | $4,412-77.3% | $4,837-79.3% |
| Participant deferral / active EE | $827 | $7,002-88.2% | $6,174-86.6% | $6,341-87.0% |
| Admin fee / account holder | $20 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |