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 | $2,985 | $80,717-96.3% | $154,803-98.1% | $84,808-96.5% |
| Participation rate | 48.1% | 66.8%-18.7pp | 78.1%-30.0pp | 68.3%-20.2pp |
| Annual return | 34.38% | 37.96%-3.6pp | 58.88%-24.5pp | 40.90%-6.5pp |
| Employer contribution / active EE | $427 | $2,761-84.5% | $4,305-90.1% | $2,631-83.8% |
| Participant deferral / active EE | $647 | $3,303-80.4% | $5,540-88.3% | $4,212-84.6% |
| Admin fee / account holder | $29 | $6,746-99.6% | $14,329-99.8% | $7,344-99.6% |