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 | $9,357 | $133,922-93.0% | $116,228-91.9% | $142,382-93.4% |
| Participation rate | 7.1% | 77.9%-70.7pp | 74.6%-67.4pp | 80.1%-73.0pp |
| Annual return | 16.80% | 147.76%-131.0pp | 90.06%-73.3pp | 217.08%-200.3pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $277 | $5,672-95.1% | $4,953-94.4% | $6,507-95.7% |
| Admin fee / account holder | $85 | $14,945-99.4% | $11,989-99.3% | $12,624-99.3% |