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 8-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 | $6,094 | $54,762-88.9% | $90,281-93.2% | $72,985-91.7% |
| Participation rate | 31.3% | 65.1%-33.9pp | 73.3%-42.0pp | 69.5%-38.2pp |
| Annual return | 22.95% | 30.63%-7.7pp | 78.10%-55.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $354 | $2,092-83.1% | $2,854-87.6% | $2,440-85.5% |
| Participant deferral / active EE | $457 | $2,887-84.2% | $3,885-88.2% | $3,607-87.3% |
| Admin fee / account holder | $83 | $3,972-97.9% | $5,351-98.4% | $5,124-98.4% |