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 | $20,201 | $78,672-74.3% | $109,143-81.5% | $85,850-76.5% |
| Participation rate | 60.9% | 68.3%-7.4pp | 75.9%-15.0pp | 69.3%-8.4pp |
| Annual return | 17.01% | 25.09%-8.1pp | 25.75%-8.7pp | 318.53%-301.5pp |
| Employer contribution / active EE | $4,581 | $2,735+67.5% | $3,722+23.1% | $2,565+78.6% |
| Participant deferral / active EE | $815 | $3,467-76.5% | $4,653-82.5% | $3,952-79.4% |
| Admin fee / account holder | $281 | $5,469-94.9% | $6,752-95.8% | $6,260-95.5% |