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 | $4,847 | $117,983-95.9% | $101,794-95.2% | $142,382-96.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 31.76% | 36.92%-5.2pp | 30.53%+1.2pp | 217.08%-185.3pp |
| Employer contribution / active EE | $540 | $2,773-80.5% | $2,289-76.4% | $4,299-87.4% |
| Participant deferral / active EE | $585 | $4,714-87.6% | $4,084-85.7% | $6,507-91.0% |
| Admin fee / account holder | $21 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |