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 3-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 | $1,976 | $100,773-98.0% | $88,946-97.8% | $142,382-98.6% |
| Participation rate | 69.2% | 74.3%-5.1pp | 68.8%+0.4pp | 80.1%-10.9pp |
| Annual return | 19.02% | 70.18%-51.2pp | 57.82%-38.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $305 | $2,918-89.5% | $2,555-88.1% | $4,299-92.9% |
| Participant deferral / active EE | $531 | $5,230-89.9% | $4,581-88.4% | $6,507-91.8% |
| Admin fee / account holder | $119 | $9,693-98.8% | $8,261-98.6% | $12,624-99.1% |