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 | $12,619 | $65,561-80.8% | $91,541-86.2% | $74,304-83.0% |
| Participation rate | 8.4% | 56.6%-48.2pp | 69.8%-61.4pp | 60.3%-52.0pp |
| Annual return | 22.47% | 17.68%+4.8pp | 20.50%+2.0pp | 29.43%-7.0pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $483 | $2,918-83.5% | $4,008-88.0% | $3,767-87.2% |
| Admin fee / account holder | $0 | $3,333-100.0% | $6,956-100.0% | $2,969-100.0% |