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 | $1,175 | $80,717-98.5% | $154,803-99.2% | $84,808-98.6% |
| Participation rate | 62.1% | 66.8%-4.7pp | 78.1%-16.0pp | 68.3%-6.2pp |
| Annual return | 46.07% | 37.96%+8.1pp | 58.88%-12.8pp | 40.90%+5.2pp |
| Employer contribution / active EE | $441 | $2,761-84.0% | $4,305-89.8% | $2,631-83.2% |
| Participant deferral / active EE | $441 | $3,303-86.6% | $5,540-92.0% | $4,212-89.5% |
| Admin fee / account holder | $51 | $6,746-99.2% | $14,329-99.6% | $7,344-99.3% |