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 | $4,613 | $93,571-95.1% | $135,903-96.6% | $75,163-93.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.2pp | 67.2%-0.5pp |
| Annual return | 27.04% | 30.90%-3.9pp | 68.23%-41.2pp | 160.62%-133.6pp |
| Employer contribution / active EE | $899 | $3,537-74.6% | $4,856-81.5% | $2,670-66.3% |
| Participant deferral / active EE | $1,379 | $6,404-78.5% | $7,758-82.2% | $4,125-66.6% |
| Admin fee / account holder | $28 | $6,975-99.6% | $10,762-99.7% | $5,651-99.5% |