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 8-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 | $5,193 | $72,492-92.8% | $87,100-94.0% | $72,985-92.9% |
| Participation rate | 45.0% | 72.8%-27.8pp | 76.9%-31.9pp | 69.5%-24.5pp |
| Annual return | 53.66% | 24.46%+29.2pp | 28.19%+25.5pp | 81.00%-27.3pp |
| Employer contribution / active EE | $884 | $1,894-53.3% | $2,521-64.9% | $2,440-63.8% |
| Participant deferral / active EE | $1,080 | $3,270-67.0% | $4,049-73.3% | $3,607-70.1% |
| Admin fee / account holder | $295 | $5,055-94.2% | $7,497-96.1% | $5,124-94.2% |