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 | $4,685 | $91,552-94.9% | $133,956-96.5% | $79,858-94.1% |
| Participation rate | 38.9% | 73.3%-34.5pp | 79.8%-41.0pp | 69.6%-30.7pp |
| Annual return | 57.40% | 61.85%-4.4pp | 45.09%+12.3pp | 31.71%+25.7pp |
| Employer contribution / active EE | $589 | $2,384-75.3% | $3,919-85.0% | $2,471-76.1% |
| Participant deferral / active EE | $680 | $3,733-81.8% | $5,048-86.5% | $3,740-81.8% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |