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 3-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 | $9,137 | $125,758-92.7% | $169,993-94.6% | $75,163-87.8% |
| Participation rate | 33.3% | 83.6%-50.3pp | 87.0%-53.7pp | 67.2%-33.9pp |
| Annual return | 32.65% | 27.20%+5.5pp | 53.37%-20.7pp | 160.62%-128.0pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,515 | $6,837-77.8% | $10,408-85.4% | $4,125-63.3% |
| Admin fee / account holder | $26 | $8,173-99.7% | $12,815-99.8% | $5,651-99.5% |