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 5-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 | $9,654 | $148,534-93.5% | $135,903-92.9% | $139,434-93.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 19.60% | 79.19%-59.6pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,590 | $5,243-69.7% | $4,856-67.3% | $4,751-66.5% |
| Participant deferral / active EE | $2,112 | $8,100-73.9% | $7,758-72.8% | $6,710-68.5% |
| Admin fee / account holder | $5 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |