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 3-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 | $8,579 | $81,248-89.4% | $155,509-94.5% | $80,856-89.4% |
| Participation rate | 26.7% | 66.2%-39.6pp | 78.2%-51.5pp | 67.6%-41.0pp |
| Annual return | 81.19% | 33.31%+47.9pp | 64.67%+16.5pp | 35.59%+45.6pp |
| Employer contribution / active EE | $852 | $3,100-72.5% | $4,672-81.8% | $2,755-69.1% |
| Participant deferral / active EE | $897 | $3,452-74.0% | $5,626-84.1% | $4,296-79.1% |
| Admin fee / account holder | $28 | $7,997-99.6% | $15,912-99.8% | $6,918-99.6% |