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 | $4,556 | $49,227-90.7% | $70,449-93.5% | $79,858-94.3% |
| Participation rate | 61.7% | 69.2%-7.5pp | 75.1%-13.4pp | 69.6%-8.0pp |
| Annual return | 7.64% | 30.06%-22.4pp | 109.03%-101.4pp | 31.71%-24.1pp |
| Employer contribution / active EE | $392 | $2,099-81.3% | $2,737-85.7% | $2,471-84.2% |
| Participant deferral / active EE | $617 | $2,768-77.7% | $3,709-83.4% | $3,740-83.5% |
| Admin fee / account holder | $172 | $2,878-94.0% | $3,845-95.5% | $5,306-96.8% |