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 | $9,231 | $55,706-83.4% | $75,886-87.8% | $72,985-87.4% |
| Participation rate | 19.4% | 61.1%-41.7pp | 69.3%-49.8pp | 69.5%-50.0pp |
| Annual return | 62.80% | 27.59%+35.2pp | 30.76%+32.0pp | 81.00%-18.2pp |
| Employer contribution / active EE | $447 | $1,687-73.5% | $2,500-82.1% | $2,440-81.7% |
| Participant deferral / active EE | $732 | $2,634-72.2% | $3,603-79.7% | $3,607-79.7% |
| Admin fee / account holder | $249 | $3,978-93.7% | $5,418-95.4% | $5,124-95.1% |