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 | $8,671 | $102,966-91.6% | $90,281-90.4% | $152,861-94.3% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.4%-57.4pp |
| Annual return | 34.18% | 95.16%-61.0pp | 78.10%-43.9pp | 345.32%-311.1pp |
| Employer contribution / active EE | $669 | $3,139-78.7% | $2,854-76.6% | $4,762-86.0% |
| Participant deferral / active EE | $669 | $4,281-84.4% | $3,885-82.8% | $5,850-88.6% |
| Admin fee / account holder | $68 | $6,171-98.9% | $5,351-98.7% | $11,596-99.4% |