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 5-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 | $4,924 | $167,307-97.1% | $143,757-96.6% | $134,475-96.3% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | 6.19% | 0.46%+5.7pp | -0.04%+6.2pp | 417.96%-411.8pp |
| Employer contribution / active EE | $2,838 | $5,619-49.5% | $4,951-42.7% | $4,740-40.1% |
| Participant deferral / active EE | $692 | $6,446-89.3% | $5,637-87.7% | $6,400-89.2% |
| Admin fee / account holder | $59 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |