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 | $6,041 | $59,101-89.8% | $77,163-92.2% | $75,163-92.0% |
| Participation rate | 28.1% | 63.9%-35.7pp | 69.6%-41.4pp | 67.2%-39.1pp |
| Annual return | 24.56% | 26.71%-2.1pp | 37.87%-13.3pp | 160.62%-136.1pp |
| Employer contribution / active EE | $504 | $1,995-74.8% | $2,535-80.1% | $2,670-81.1% |
| Participant deferral / active EE | $706 | $2,999-76.4% | $3,833-81.6% | $4,125-82.9% |
| Admin fee / account holder | $196 | $4,774-95.9% | $5,472-96.4% | $5,651-96.5% |