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 4-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 | $3,397 | $100,773-96.6% | $88,946-96.2% | $142,382-97.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 16.05% | 70.18%-54.1pp | 57.82%-41.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $734 | $2,918-74.9% | $2,555-71.3% | $4,299-82.9% |
| Participant deferral / active EE | $789 | $5,230-84.9% | $4,581-82.8% | $6,507-87.9% |
| Admin fee / account holder | $172 | $9,693-98.2% | $8,261-97.9% | $12,624-98.6% |