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 5-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 | $9,776 | $105,181-90.7% | $159,436-93.9% | $85,850-88.6% |
| Participation rate | 56.5% | 75.8%-19.3pp | 82.8%-26.4pp | 69.3%-12.9pp |
| Annual return | 36.67% | 45.07%-8.4pp | 263.57%-226.9pp | 318.53%-281.9pp |
| Employer contribution / active EE | $1,905 | $3,318-42.6% | $4,829-60.6% | $2,565-25.7% |
| Participant deferral / active EE | $1,617 | $5,945-72.8% | $7,352-78.0% | $3,952-59.1% |
| Admin fee / account holder | $291 | $6,933-95.8% | $10,799-97.3% | $6,260-95.3% |