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 4-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 | $12,952 | $68,719-81.2% | $91,541-85.9% | $84,808-84.7% |
| Participation rate | 37.5% | 64.5%-27.0pp | 69.8%-32.3pp | 68.3%-30.8pp |
| Annual return | 20.66% | 19.12%+1.5pp | 20.50%+0.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $624 | $1,920-67.5% | $2,505-75.1% | $2,631-76.3% |
| Participant deferral / active EE | $883 | $3,136-71.8% | $4,008-78.0% | $4,212-79.0% |
| Admin fee / account holder | $168 | $5,786-97.1% | $6,956-97.6% | $7,344-97.7% |