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 6-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 | $12,425 | $72,277-82.8% | $101,248-87.7% | $79,858-84.4% |
| Participation rate | 18.4% | 68.5%-50.0pp | 75.8%-57.4pp | 69.6%-51.2pp |
| Annual return | 42.39% | 22.30%+20.1pp | 46.47%-4.1pp | 31.71%+10.7pp |
| Employer contribution / active EE | $641 | $2,692-76.2% | $3,660-82.5% | $2,471-74.1% |
| Participant deferral / active EE | $943 | $3,282-71.3% | $4,370-78.4% | $3,740-74.8% |
| Admin fee / account holder | $129 | $4,400-97.1% | $5,945-97.8% | $5,306-97.6% |