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 | $6,277 | $84,936-92.6% | $111,297-94.4% | $79,386-92.1% |
| Participation rate | 50.9% | 75.9%-25.0pp | 77.3%-26.4pp | 70.7%-19.8pp |
| Annual return | 77.22% | 17.45%+59.8pp | 54.65%+22.6pp | 116.85%-39.6pp |
| Employer contribution / active EE | $909 | $1,979-54.1% | $2,731-66.7% | $2,427-62.6% |
| Participant deferral / active EE | $1,463 | $3,888-62.4% | $4,487-67.4% | $4,046-63.8% |
| Admin fee / account holder | $251 | $537-53.3% | $7,964-96.8% | $626-59.9% |