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 | $19,170 | $165,335-88.4% | $149,696-87.2% | $158,922-87.9% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 19.12% | 348.15%-329.0pp | 276.60%-257.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,744 | $5,103-65.8% | $4,644-62.4% | $4,761-63.4% |
| Participant deferral / active EE | $2,144 | $7,181-70.1% | $6,842-68.7% | $5,982-64.2% |
| Admin fee / account holder | $68 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |