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 7-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 | $6,856 | $91,552-92.5% | $133,956-94.9% | $79,858-91.4% |
| Participation rate | 38.7% | 73.3%-34.6pp | 79.8%-41.1pp | 69.6%-30.9pp |
| Annual return | 72.13% | 61.85%+10.3pp | 45.09%+27.0pp | 31.71%+40.4pp |
| Employer contribution / active EE | $563 | $2,384-76.4% | $3,919-85.6% | $2,471-77.2% |
| Participant deferral / active EE | $1,572 | $3,733-57.9% | $5,048-68.9% | $3,740-58.0% |
| Admin fee / account holder | $6 | $6,321-99.9% | $8,927-99.9% | $5,306-99.9% |