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 | $9,978 | $116,175-91.4% | $93,606-89.3% | $152,861-93.5% |
| Participation rate | 63.2% | 78.0%-14.9pp | 75.8%-12.7pp | 82.4%-19.3pp |
| Annual return | 20.28% | 35.96%-15.7pp | 32.76%-12.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $808 | $3,218-74.9% | $2,718-70.3% | $4,762-83.0% |
| Participant deferral / active EE | $986 | $4,603-78.6% | $4,069-75.8% | $5,850-83.1% |
| Admin fee / account holder | $49 | $10,748-99.5% | $7,888-99.4% | $11,596-99.6% |