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 | $3,776 | $37,426-89.9% | $77,482-95.1% | $79,858-95.3% |
| Participation rate | 14.8% | 41.5%-26.7pp | 54.2%-39.4pp | 69.6%-54.8pp |
| Annual return | 54.62% | 39.70%+14.9pp | 54.79%-0.2pp | 31.71%+22.9pp |
| Employer contribution / active EE | $125 | $637-80.3% | $986-87.3% | $2,471-94.9% |
| Participant deferral / active EE | $244 | $1,260-80.6% | $1,861-86.9% | $3,740-93.5% |
| Admin fee / account holder | $18 | $2,504-99.3% | $2,858-99.4% | $5,306-99.7% |