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 8-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 | $3,549 | $45,073-92.1% | $69,455-94.9% | $72,985-95.1% |
| Participation rate | 55.9% | 68.5%-12.6pp | 74.6%-18.7pp | 69.5%-13.6pp |
| Annual return | 8.01% | 22.65%-14.6pp | 28.97%-21.0pp | 81.00%-73.0pp |
| Employer contribution / active EE | $416 | $2,054-79.8% | $2,779-85.0% | $2,440-83.0% |
| Participant deferral / active EE | $740 | $2,602-71.5% | $3,535-79.1% | $3,607-79.5% |
| Admin fee / account holder | $19 | $3,056-99.4% | $3,839-99.5% | $5,124-99.6% |