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 7-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 | $11,176 | $157,256-92.9% | $141,162-92.1% | $152,861-92.7% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.4%-19.3pp |
| Annual return | 54.49% | 64.32%-9.8pp | 71.39%-16.9pp | 345.32%-290.8pp |
| Employer contribution / active EE | $1,199 | $5,261-77.2% | $4,735-74.7% | $4,762-74.8% |
| Participant deferral / active EE | $1,915 | $7,109-73.1% | $6,709-71.5% | $5,850-67.3% |
| Admin fee / account holder | $206 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |