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 8-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 | $16,165 | $176,812-90.9% | $146,665-89.0% | $167,490-90.3% |
| Participation rate | 20.0% | 83.6%-63.6pp | 80.1%-60.1pp | 82.1%-62.1pp |
| Annual return | 9.29% | 24.03%-14.7pp | 22.74%-13.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $1,100 | $5,160-78.7% | $4,136-73.4% | $4,837-77.3% |
| Participant deferral / active EE | $1,100 | $6,440-82.9% | $5,506-80.0% | $6,341-82.7% |
| Admin fee / account holder | $145 | $13,259-98.9% | $10,280-98.6% | $12,309-98.8% |