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 | $16,689 | $102,317-83.7% | $146,958-88.6% | $80,856-79.4% |
| Participation rate | 56.3% | 75.8%-19.6pp | 82.2%-25.9pp | 67.6%-11.4pp |
| Annual return | 13.41% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $900 | $3,713-75.8% | $4,933-81.8% | $2,755-67.3% |
| Participant deferral / active EE | $1,474 | $6,644-77.8% | $8,070-81.7% | $4,296-65.7% |
| Admin fee / account holder | $209 | $7,941-97.4% | $12,998-98.4% | $6,918-97.0% |