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 6-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 | $2,103 | $86,286-97.6% | $111,297-98.1% | $85,850-97.6% |
| Participation rate | 68.6% | 73.3%-4.8pp | 77.3%-8.7pp | 69.3%-0.7pp |
| Annual return | 19.92% | 19.99%-0.1pp | 54.65%-34.7pp | 318.53%-298.6pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $991 | $3,641-72.8% | $4,487-77.9% | $3,952-74.9% |
| Admin fee / account holder | $7 | $8,188-99.9% | $7,964-99.9% | $6,260-99.9% |