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 | $7,959 | $142,405-94.4% | $115,157-93.1% | $152,861-94.8% |
| Participation rate | 38.5% | 82.4%-43.9pp | 75.9%-37.4pp | 82.4%-44.0pp |
| Annual return | 40.25% | 41.48%-1.2pp | 35.60%+4.7pp | 345.32%-305.1pp |
| Employer contribution / active EE | $960 | $4,010-76.0% | $3,179-69.8% | $4,762-79.8% |
| Participant deferral / active EE | $1,244 | $5,164-75.9% | $4,168-70.2% | $5,850-78.7% |
| Admin fee / account holder | $180 | $8,462-97.9% | $7,088-97.5% | $11,596-98.4% |