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 | $7,786 | $48,795-84.0% | $65,493-88.1% | $84,808-90.8% |
| Participation rate | 45.9% | 67.0%-21.0pp | 73.1%-27.1pp | 68.3%-22.4pp |
| Annual return | 16.27% | 20.20%-3.9pp | 982.45%-966.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $422 | $1,930-78.1% | $2,574-83.6% | $2,631-84.0% |
| Participant deferral / active EE | $555 | $2,928-81.0% | $3,961-86.0% | $4,212-86.8% |
| Admin fee / account holder | $257 | $3,877-93.4% | $5,028-94.9% | $7,344-96.5% |