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 | $18,704 | $89,753-79.2% | $107,525-82.6% | $84,808-77.9% |
| Participation rate | 40.0% | 68.1%-28.1pp | 75.1%-35.1pp | 68.3%-28.3pp |
| Annual return | 19.74% | 29.48%-9.7pp | 181.32%-161.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $887 | $3,113-71.5% | $3,754-76.4% | $2,631-66.3% |
| Participant deferral / active EE | $1,074 | $4,056-73.5% | $5,116-79.0% | $4,212-74.5% |
| Admin fee / account holder | $125 | $7,222-98.3% | $8,919-98.6% | $7,344-98.3% |