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 6-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 | $26,310 | $119,446-78.0% | $150,045-82.5% | $85,563-69.3% |
| Participation rate | 18.9% | 75.4%-56.5pp | 82.3%-63.4pp | 66.0%-47.0pp |
| Annual return | 17.34% | 23.72%-6.4pp | 62.55%-45.2pp | 31.51%-14.2pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $923 | $7,985-88.4% | $7,997-88.5% | $4,375-78.9% |
| Admin fee / account holder | $279 | $548-49.1% | $13,435-97.9% | $834-66.6% |