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 3-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 | $5,694 | $80,717-92.9% | $154,803-96.3% | $84,808-93.3% |
| Participation rate | 56.3% | 66.8%-10.6pp | 78.1%-21.8pp | 68.3%-12.1pp |
| Annual return | 16.02% | 37.96%-21.9pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $576 | $2,761-79.1% | $4,305-86.6% | $2,631-78.1% |
| Participant deferral / active EE | $624 | $3,303-81.1% | $5,540-88.7% | $4,212-85.2% |
| Admin fee / account holder | $181 | $6,746-97.3% | $14,329-98.7% | $7,344-97.5% |