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 | $2,112 | $45,073-95.3% | $69,455-97.0% | $72,985-97.1% |
| Participation rate | 62.3% | 68.5%-6.2pp | 74.6%-12.3pp | 69.5%-7.2pp |
| Annual return | 38.17% | 22.65%+15.5pp | 28.97%+9.2pp | 81.00%-42.8pp |
| Employer contribution / active EE | $606 | $2,054-70.5% | $2,779-78.2% | $2,440-75.2% |
| Participant deferral / active EE | $503 | $2,602-80.6% | $3,535-85.8% | $3,607-86.0% |
| Admin fee / account holder | $243 | $3,056-92.0% | $3,839-93.7% | $5,124-95.3% |