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 | $5,953 | $78,672-92.4% | $109,143-94.5% | $85,850-93.1% |
| Participation rate | 45.5% | 68.3%-22.8pp | 75.9%-30.4pp | 69.3%-23.9pp |
| Annual return | 61.05% | 25.09%+36.0pp | 25.75%+35.3pp | 318.53%-257.5pp |
| Employer contribution / active EE | $826 | $2,735-69.8% | $3,722-77.8% | $2,565-67.8% |
| Participant deferral / active EE | $497 | $3,467-85.7% | $4,653-89.3% | $3,952-87.4% |
| Admin fee / account holder | $119 | $5,469-97.8% | $6,752-98.2% | $6,260-98.1% |