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 | $6,969 | $179,726-96.1% | $156,263-95.5% | $142,382-95.1% |
| Participation rate | 11.1% | 82.1%-71.0pp | 78.9%-67.8pp | 80.1%-69.0pp |
| Annual return | 19.85% | 77.86%-58.0pp | 59.47%-39.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $43 | $6,956-99.4% | $6,158-99.3% | $6,507-99.3% |
| Admin fee / account holder | $26 | $17,272-99.9% | $14,255-99.8% | $12,624-99.8% |