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 3-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 | $2,272 | $53,516-95.8% | $126,539-98.2% | $84,808-97.3% |
| Participation rate | 69.4% | 58.2%+11.2pp | 69.8%-0.4pp | 68.3%+1.1pp |
| Annual return | 26.30% | 58.34%-32.0pp | 425.95%-399.6pp | 40.90%-14.6pp |
| Employer contribution / active EE | $522 | $1,535-66.0% | $3,674-85.8% | $2,631-80.2% |
| Participant deferral / active EE | $548 | $2,671-79.5% | $4,083-86.6% | $4,212-87.0% |
| Admin fee / account holder | $60 | $4,497-98.7% | $6,065-99.0% | $7,344-99.2% |