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 4-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 | $2,263 | $148,534-98.5% | $135,903-98.3% | $139,434-98.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 26.90% | 79.19%-52.3pp | 68.23%-41.3pp | 372.94%-346.0pp |
| Employer contribution / active EE | $2,311 | $5,243-55.9% | $4,856-52.4% | $4,751-51.4% |
| Participant deferral / active EE | $2,413 | $8,100-70.2% | $7,758-68.9% | $6,710-64.0% |
| Admin fee / account holder | $23 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |