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 7-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 | $4,851 | $115,770-95.8% | $101,248-95.2% | $158,922-96.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 57.92% | 56.14%+1.8pp | 46.47%+11.4pp | 302.83%-244.9pp |
| Employer contribution / active EE | $797 | $4,175-80.9% | $3,660-78.2% | $4,761-83.3% |
| Participant deferral / active EE | $1,366 | $4,957-72.4% | $4,370-68.7% | $5,982-77.2% |
| Admin fee / account holder | $22 | $7,245-99.7% | $5,945-99.6% | $11,246-99.8% |