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 | $11,641 | $93,571-87.6% | $135,903-91.4% | $75,163-84.5% |
| Participation rate | 54.8% | 75.2%-20.3pp | 81.9%-27.1pp | 67.2%-12.4pp |
| Annual return | 22.71% | 30.90%-8.2pp | 68.23%-45.5pp | 160.62%-137.9pp |
| Employer contribution / active EE | $854 | $3,537-75.8% | $4,856-82.4% | $2,670-68.0% |
| Participant deferral / active EE | $1,350 | $6,404-78.9% | $7,758-82.6% | $4,125-67.3% |
| Admin fee / account holder | $144 | $6,975-97.9% | $10,762-98.7% | $5,651-97.5% |