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 | $14,234 | $176,056-91.9% | $159,436-91.1% | $167,490-91.5% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 17.20% | 331.75%-314.5pp | 263.57%-246.4pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,287 | $5,297-75.7% | $4,829-73.4% | $4,837-73.4% |
| Participant deferral / active EE | $2,179 | $7,750-71.9% | $7,352-70.4% | $6,341-65.6% |
| Admin fee / account holder | $111 | $12,554-99.1% | $10,799-99.0% | $12,309-99.1% |