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 | $14,941 | $165,335-91.0% | $149,696-90.0% | $158,922-90.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 22.45% | 348.15%-325.7pp | 276.60%-254.1pp | 302.83%-280.4pp |
| Employer contribution / active EE | $1,631 | $5,103-68.0% | $4,644-64.9% | $4,761-65.8% |
| Participant deferral / active EE | $1,714 | $7,181-76.1% | $6,842-75.0% | $5,982-71.4% |
| Admin fee / account holder | $199 | $10,807-98.2% | $9,309-97.9% | $11,246-98.2% |