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 | $12,478 | $107,334-88.4% | $92,893-86.6% | $152,861-91.8% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.4%-42.4pp |
| Annual return | 26.90% | 145.58%-118.7pp | 109.41%-82.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $968 | $4,221-77.1% | $3,653-73.5% | $4,762-79.7% |
| Participant deferral / active EE | $1,087 | $4,845-77.6% | $4,236-74.3% | $5,850-81.4% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |