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 | $6,419 | $65,041-90.1% | $90,951-92.9% | $79,858-92.0% |
| Participation rate | 56.3% | 61.6%-5.4pp | 69.0%-12.8pp | 69.6%-13.4pp |
| Annual return | 22.39% | 30.45%-8.1pp | 134.60%-112.2pp | 31.71%-9.3pp |
| Employer contribution / active EE | $484 | $1,247-61.2% | $2,122-77.2% | $2,471-80.4% |
| Participant deferral / active EE | $696 | $2,512-72.3% | $3,373-79.4% | $3,740-81.4% |
| Admin fee / account holder | $276 | $4,536-93.9% | $5,959-95.4% | $5,306-94.8% |