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 | $9,056 | $89,355-89.9% | $141,162-93.6% | $72,985-87.6% |
| Participation rate | 37.2% | 75.1%-37.9pp | 82.5%-45.3pp | 69.5%-32.3pp |
| Annual return | 42.68% | 111.85%-69.2pp | 71.39%-28.7pp | 81.00%-38.3pp |
| Employer contribution / active EE | $938 | $3,114-69.9% | $4,735-80.2% | $2,440-61.6% |
| Participant deferral / active EE | $1,222 | $5,418-77.4% | $6,709-81.8% | $3,607-66.1% |
| Admin fee / account holder | $213 | $5,958-96.4% | $10,261-97.9% | $5,124-95.9% |