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 6-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 | $3,569 | $107,452-96.7% | $91,541-96.1% | $142,382-97.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 15.21% | 22.06%-6.8pp | 20.50%-5.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $183 | $2,994-93.9% | $2,505-92.7% | $4,299-95.7% |
| Participant deferral / active EE | $480 | $4,754-89.9% | $4,008-88.0% | $6,507-92.6% |
| Admin fee / account holder | $4 | $8,834-100.0% | $6,956-99.9% | $12,624-100.0% |