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 | $9,970 | $98,750-89.9% | $149,696-93.3% | $79,858-87.5% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.5%-18.0pp | 69.6%-5.1pp |
| Annual return | 15.06% | 27.43%-12.4pp | 276.60%-261.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $702 | $3,216-78.2% | $4,644-84.9% | $2,471-71.6% |
| Participant deferral / active EE | $1,313 | $5,680-76.9% | $6,842-80.8% | $3,740-64.9% |
| Admin fee / account holder | $238 | $6,053-96.1% | $9,309-97.4% | $5,306-95.5% |