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 | $4,721 | $115,882-95.9% | $100,516-95.3% | $158,922-97.0% |
| Participation rate | 61.1% | 81.6%-20.5pp | 79.4%-18.3pp | 82.0%-20.8pp |
| Annual return | 29.03% | 34.79%-5.8pp | 30.89%-1.9pp | 302.83%-273.8pp |
| Employer contribution / active EE | $696 | $4,103-83.0% | $3,418-79.6% | $4,761-85.4% |
| Participant deferral / active EE | $1,747 | $6,674-73.8% | $6,270-72.1% | $5,982-70.8% |
| Admin fee / account holder | $110 | $10,995-99.0% | $8,081-98.6% | $11,246-99.0% |