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 9-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 | $5,860 | $157,256-96.3% | $141,162-95.8% | $152,861-96.2% |
| Participation rate | 69.6% | 84.8%-15.3pp | 82.5%-12.9pp | 82.4%-12.9pp |
| Annual return | 37.17% | 64.32%-27.1pp | 71.39%-34.2pp | 345.32%-308.1pp |
| Employer contribution / active EE | $1,477 | $5,261-71.9% | $4,735-68.8% | $4,762-69.0% |
| Participant deferral / active EE | $2,009 | $7,109-71.7% | $6,709-70.1% | $5,850-65.7% |
| Admin fee / account holder | $63 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |