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 4-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 | $15,939 | $201,272-92.1% | $184,203-91.3% | $145,922-89.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 29.19% | 29.00%+0.2pp | 28.81%+0.4pp | 561.29%-532.1pp |
| Employer contribution / active EE | $2,642 | $7,022-62.4% | $6,427-58.9% | $4,660-43.3% |
| Participant deferral / active EE | $2,708 | $9,806-72.4% | $9,131-70.3% | $6,688-59.5% |
| Admin fee / account holder | $67 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |