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 9-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 | $5,474 | $77,503-92.9% | $100,391-94.5% | $80,856-93.2% |
| Participation rate | 56.7% | 76.9%-20.3pp | 81.5%-24.8pp | 67.6%-11.0pp |
| Annual return | 18.03% | 37.20%-19.2pp | 49.20%-31.2pp | 35.59%-17.6pp |
| Employer contribution / active EE | $360 | $2,801-87.1% | $3,942-90.9% | $2,755-86.9% |
| Participant deferral / active EE | $583 | $6,820-91.5% | $8,082-92.8% | $4,296-86.4% |
| Admin fee / account holder | $53 | $5,897-99.1% | $7,899-99.3% | $6,918-99.2% |