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 5-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 | $9,510 | $124,319-92.4% | $111,297-91.5% | $167,490-94.3% |
| Participation rate | 31.6% | 79.6%-48.0pp | 77.3%-45.7pp | 82.1%-50.5pp |
| Annual return | 32.49% | 37.44%-4.9pp | 54.65%-22.2pp | 478.56%-446.1pp |
| Employer contribution / active EE | $890 | $3,435-74.1% | $2,731-67.4% | $4,837-81.6% |
| Participant deferral / active EE | $1,581 | $5,180-69.5% | $4,487-64.8% | $6,341-75.1% |
| Admin fee / account holder | $22 | $10,618-99.8% | $7,964-99.7% | $12,309-99.8% |