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 | $10,929 | $50,982-78.6% | $154,803-92.9% | $85,563-87.2% |
| Participation rate | 4.4% | 59.8%-55.4pp | 78.1%-73.6pp | 66.0%-61.5pp |
| Annual return | 21.76% | 30.35%-8.6pp | 58.88%-37.1pp | 31.51%-9.8pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $238 | $2,474-90.4% | $5,540-95.7% | $4,375-94.6% |
| Admin fee / account holder | $43 | $846-95.0% | $14,329-99.7% | $834-94.9% |