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 | $7,939 | $81,632-90.3% | $70,449-88.7% | $158,922-95.0% |
| Participation rate | 56.3% | 77.7%-21.5pp | 75.1%-18.8pp | 82.0%-25.7pp |
| Annual return | 18.72% | 208.40%-189.7pp | 109.03%-90.3pp | 302.83%-284.1pp |
| Employer contribution / active EE | $434 | $3,217-86.5% | $2,737-84.1% | $4,761-90.9% |
| Participant deferral / active EE | $659 | $4,554-85.5% | $3,709-82.2% | $5,982-89.0% |
| Admin fee / account holder | $38 | $6,193-99.4% | $3,845-99.0% | $11,246-99.7% |