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 | $8,709 | $48,230-81.9% | $67,502-87.1% | $80,856-89.2% |
| Participation rate | 27.6% | 66.4%-38.8pp | 72.9%-45.3pp | 67.6%-40.1pp |
| Annual return | 14.02% | 18.28%-4.3pp | 3512.12%-3498.1pp | 35.59%-21.6pp |
| Employer contribution / active EE | $563 | $2,020-72.1% | $2,731-79.4% | $2,755-79.6% |
| Participant deferral / active EE | $739 | $2,924-74.7% | $4,000-81.5% | $4,296-82.8% |
| Admin fee / account holder | $39 | $3,681-98.9% | $3,998-99.0% | $6,918-99.4% |