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 9-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 | $6,955 | $58,512-88.1% | $84,015-91.7% | $72,985-90.5% |
| Participation rate | 39.3% | 61.2%-21.9pp | 69.0%-29.7pp | 69.5%-30.2pp |
| Annual return | 24.40% | 28.93%-4.5pp | 71.31%-46.9pp | 81.00%-56.6pp |
| Employer contribution / active EE | $489 | $1,163-58.0% | $1,983-75.3% | $2,440-80.0% |
| Participant deferral / active EE | $628 | $2,394-73.8% | $3,239-80.6% | $3,607-82.6% |
| Admin fee / account holder | $15 | $4,569-99.7% | $6,101-99.8% | $5,124-99.7% |