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 8-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 | $8,412 | $65,365-87.1% | $92,893-90.9% | $72,985-88.5% |
| Participation rate | 28.6% | 68.3%-39.7pp | 76.0%-47.4pp | 69.5%-40.9pp |
| Annual return | 32.31% | 42.10%-9.8pp | 109.41%-77.1pp | 81.00%-48.7pp |
| Employer contribution / active EE | $667 | $2,594-74.3% | $3,653-81.7% | $2,440-72.7% |
| Participant deferral / active EE | $1,158 | $3,128-63.0% | $4,236-72.7% | $3,607-67.9% |
| Admin fee / account holder | $181 | $4,251-95.7% | $5,794-96.9% | $5,124-96.5% |