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 | $10,181 | $71,050-85.7% | $93,606-89.1% | $80,856-87.4% |
| Participation rate | 22.9% | 60.4%-37.6pp | 68.7%-45.9pp | 67.6%-44.8pp |
| Annual return | 19.77% | 11.26%+8.5pp | 133.20%-113.4pp | 35.59%-15.8pp |
| Employer contribution / active EE | $584 | $1,564-62.7% | $2,420-75.9% | $2,755-78.8% |
| Participant deferral / active EE | $864 | $4,034-78.6% | $4,411-80.4% | $4,296-79.9% |
| Admin fee / account holder | $247 | $6,945-96.4% | $8,285-97.0% | $6,918-96.4% |