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 4-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 | $5,140 | $109,982-95.3% | $97,226-94.7% | $145,922-96.5% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | 16.68% | 242.90%-226.2pp | 75.13%-58.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $431 | $3,084-86.0% | $2,729-84.2% | $4,660-90.8% |
| Participant deferral / active EE | $431 | $4,676-90.8% | $4,264-89.9% | $6,688-93.6% |
| Admin fee / account holder | $66 | $6,221-98.9% | $5,654-98.8% | $13,397-99.5% |