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 | $5,099 | $80,717-93.7% | $154,803-96.7% | $84,808-94.0% |
| Participation rate | 46.7% | 66.8%-20.1pp | 78.1%-31.4pp | 68.3%-21.6pp |
| Annual return | 27.17% | 37.96%-10.8pp | 58.88%-31.7pp | 40.90%-13.7pp |
| Employer contribution / active EE | $429 | $2,761-84.5% | $4,305-90.0% | $2,631-83.7% |
| Participant deferral / active EE | $509 | $3,303-84.6% | $5,540-90.8% | $4,212-87.9% |
| Admin fee / account holder | $275 | $6,746-95.9% | $14,329-98.1% | $7,344-96.3% |