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 4-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 | $1,808 | $106,584-98.3% | $101,326-98.2% | $142,382-98.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 81.5%-41.5pp | 80.1%-40.1pp |
| Annual return | 17.98% | 36.93%-18.9pp | 36.82%-18.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $137 | $3,956-96.5% | $3,665-96.3% | $4,299-96.8% |
| Participant deferral / active EE | $73 | $8,297-99.1% | $7,994-99.1% | $6,507-98.9% |
| Admin fee / account holder | $32 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |