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 | $13,461 | $127,386-89.4% | $115,037-88.3% | $125,391-89.3% |
| Participation rate | 31.3% | 84.2%-52.9pp | 81.4%-50.1pp | 83.2%-51.9pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,157 | $5,166-58.3% | $4,608-53.2% | $4,866-55.7% |
| Participant deferral / active EE | $707 | $6,423-89.0% | $6,026-88.3% | $5,352-86.8% |
| Admin fee / account holder | $54 | $9,516-99.4% | $8,175-99.3% | $9,540-99.4% |