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 3-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 | $4,102 | $80,717-94.9% | $154,803-97.4% | $84,808-95.2% |
| Participation rate | 50.0% | 66.8%-16.8pp | 78.1%-28.1pp | 68.3%-18.3pp |
| Annual return | 28.05% | 37.96%-9.9pp | 58.88%-30.8pp | 40.90%-12.9pp |
| Employer contribution / active EE | $337 | $2,761-87.8% | $4,305-92.2% | $2,631-87.2% |
| Participant deferral / active EE | $452 | $3,303-86.3% | $5,540-91.8% | $4,212-89.3% |
| Admin fee / account holder | $108 | $6,746-98.4% | $14,329-99.2% | $7,344-98.5% |