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 4-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 | $3,179 | $80,717-96.1% | $154,803-97.9% | $84,808-96.3% |
| Participation rate | 69.2% | 66.8%+2.4pp | 78.1%-8.8pp | 68.3%+0.9pp |
| Annual return | 21.46% | 37.96%-16.5pp | 58.88%-37.4pp | 40.90%-19.4pp |
| Employer contribution / active EE | $420 | $2,761-84.8% | $4,305-90.3% | $2,631-84.0% |
| Participant deferral / active EE | $456 | $3,303-86.2% | $5,540-91.8% | $4,212-89.2% |
| Admin fee / account holder | $72 | $6,746-98.9% | $14,329-99.5% | $7,344-99.0% |