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 6-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 | $8,516 | $79,449-89.3% | $189,557-95.5% | $85,850-90.1% |
| Participation rate | 36.4% | 66.0%-29.6pp | 78.4%-42.1pp | 69.3%-33.0pp |
| Annual return | 18.62% | 18.45%+0.2pp | 64.17%-45.5pp | 318.53%-299.9pp |
| Employer contribution / active EE | $524 | $2,081-74.8% | $4,412-88.1% | $2,565-79.6% |
| Participant deferral / active EE | $1,173 | $4,051-71.0% | $6,174-81.0% | $3,952-70.3% |
| Admin fee / account holder | $20 | $5,377-99.6% | $9,807-99.8% | $6,260-99.7% |