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 | $3,087 | $80,717-96.2% | $154,803-98.0% | $84,808-96.4% |
| Participation rate | 40.4% | 66.8%-26.4pp | 78.1%-37.6pp | 68.3%-27.9pp |
| Annual return | 15.42% | 37.96%-22.5pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $346 | $2,761-87.5% | $4,305-92.0% | $2,631-86.9% |
| Participant deferral / active EE | $214 | $3,303-93.5% | $5,540-96.1% | $4,212-94.9% |
| Admin fee / account holder | $168 | $6,746-97.5% | $14,329-98.8% | $7,344-97.7% |