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 | $4,372 | $46,553-90.6% | $64,056-93.2% | $75,163-94.2% |
| Participation rate | 17.2% | 65.9%-48.8pp | 72.3%-55.1pp | 67.2%-50.0pp |
| Annual return | 36.55% | 26.03%+10.5pp | 33.69%+2.9pp | 160.62%-124.1pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $599 | $2,837-78.9% | $3,880-84.6% | $4,125-85.5% |
| Admin fee / account holder | $59 | $2,952-98.0% | $3,068-98.1% | $5,651-99.0% |