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 7-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 | $8,093 | $72,277-88.8% | $101,248-92.0% | $79,858-89.9% |
| Participation rate | 38.9% | 68.5%-29.6pp | 75.8%-36.9pp | 69.6%-30.7pp |
| Annual return | 27.72% | 22.30%+5.4pp | 46.47%-18.7pp | 31.71%-4.0pp |
| Employer contribution / active EE | $904 | $2,692-66.4% | $3,660-75.3% | $2,471-63.4% |
| Participant deferral / active EE | $1,338 | $3,282-59.2% | $4,370-69.4% | $3,740-64.2% |
| Admin fee / account holder | $207 | $4,400-95.3% | $5,945-96.5% | $5,306-96.1% |