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 | $11,820 | $89,355-86.8% | $141,162-91.6% | $72,985-83.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 30.63% | 111.85%-81.2pp | 71.39%-40.8pp | 81.00%-50.4pp |
| Employer contribution / active EE | $1,495 | $3,114-52.0% | $4,735-68.4% | $2,440-38.7% |
| Participant deferral / active EE | $2,204 | $5,418-59.3% | $6,709-67.2% | $3,607-38.9% |
| Admin fee / account holder | $200 | $5,958-96.6% | $10,261-98.0% | $5,124-96.1% |