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 | $5,514 | $148,534-96.3% | $135,903-95.9% | $139,434-96.0% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 38.20% | 79.19%-41.0pp | 68.23%-30.0pp | 372.94%-334.7pp |
| Employer contribution / active EE | $1,047 | $5,243-80.0% | $4,856-78.4% | $4,751-78.0% |
| Participant deferral / active EE | $1,221 | $8,100-84.9% | $7,758-84.3% | $6,710-81.8% |
| Admin fee / account holder | $7 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |