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 7-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 | $3,862 | $108,172-96.4% | $77,482-95.0% | $158,922-97.6% |
| Participation rate | 17.4% | 64.4%-47.0pp | 54.2%-36.8pp | 82.0%-64.6pp |
| Annual return | 23.49% | 31.67%-8.2pp | 54.79%-31.3pp | 302.83%-279.3pp |
| Employer contribution / active EE | $32 | $1,325-97.6% | $986-96.8% | $4,761-99.3% |
| Participant deferral / active EE | $32 | $2,456-98.7% | $1,861-98.3% | $5,982-99.5% |
| Admin fee / account holder | $24 | $3,708-99.3% | $2,858-99.1% | $11,246-99.8% |