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 | $9,273 | $54,762-83.1% | $90,281-89.7% | $72,985-87.3% |
| Participation rate | 12.0% | 65.1%-53.1pp | 73.3%-61.3pp | 69.5%-57.5pp |
| Annual return | 113.02% | 30.63%+82.4pp | 78.10%+34.9pp | 81.00%+32.0pp |
| Employer contribution / active EE | $294 | $2,092-86.0% | $2,854-89.7% | $2,440-88.0% |
| Participant deferral / active EE | $348 | $2,887-88.0% | $3,885-91.1% | $3,607-90.4% |
| Admin fee / account holder | $23 | $3,972-99.4% | $5,351-99.6% | $5,124-99.6% |