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 | $1,705 | $81,248-97.9% | $155,509-98.9% | $80,856-97.9% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.6%+1.6pp |
| Annual return | 17.44% | 33.31%-15.9pp | 64.67%-47.2pp | 35.59%-18.2pp |
| Employer contribution / active EE | $543 | $3,100-82.5% | $4,672-88.4% | $2,755-80.3% |
| Participant deferral / active EE | $607 | $3,452-82.4% | $5,626-89.2% | $4,296-85.9% |
| Admin fee / account holder | $156 | $7,997-98.0% | $15,912-99.0% | $6,918-97.7% |