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 | $5,055 | $127,264-96.0% | $109,895-95.4% | $167,490-97.0% |
| Participation rate | 68.8% | 77.9%-9.1pp | 74.2%-5.5pp | 82.1%-13.4pp |
| Annual return | 8.25% | 22.97%-14.7pp | 29.45%-21.2pp | 478.56%-470.3pp |
| Employer contribution / active EE | $330 | $3,322-90.1% | $2,842-88.4% | $4,837-93.2% |
| Participant deferral / active EE | $646 | $4,514-85.7% | $4,048-84.0% | $6,341-89.8% |
| Admin fee / account holder | $11 | $7,114-99.8% | $6,066-99.8% | $12,309-99.9% |