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 5-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 | $5,250 | $86,286-93.9% | $111,297-95.3% | $85,850-93.9% |
| Participation rate | 68.4% | 73.3%-4.9pp | 77.3%-8.9pp | 69.3%-0.9pp |
| Annual return | 32.65% | 19.99%+12.7pp | 54.65%-22.0pp | 318.53%-285.9pp |
| Employer contribution / active EE | $781 | $2,043-61.8% | $2,731-71.4% | $2,565-69.5% |
| Participant deferral / active EE | $548 | $3,641-84.9% | $4,487-87.8% | $3,952-86.1% |
| Admin fee / account holder | $57 | $8,188-99.3% | $7,964-99.3% | $6,260-99.1% |