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 7-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 | $6,195 | $58,208-89.4% | $81,812-92.4% | $80,856-92.3% |
| Participation rate | 40.0% | 63.4%-23.4pp | 72.3%-32.3pp | 67.6%-27.6pp |
| Annual return | 16.88% | 41.66%-24.8pp | 773.79%-756.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $408 | $2,340-82.6% | $2,912-86.0% | $2,755-85.2% |
| Participant deferral / active EE | $443 | $3,281-86.5% | $4,319-89.7% | $4,296-89.7% |
| Admin fee / account holder | $280 | $4,981-94.4% | $7,386-96.2% | $6,918-96.0% |