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 | $3,211 | $114,381-97.2% | $107,525-97.0% | $142,382-97.7% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 26.43% | 242.71%-216.3pp | 181.32%-154.9pp | 217.08%-190.6pp |
| Employer contribution / active EE | $1,052 | $4,015-73.8% | $3,754-72.0% | $4,299-75.5% |
| Participant deferral / active EE | $1,059 | $5,564-81.0% | $5,116-79.3% | $6,507-83.7% |
| Admin fee / account holder | $63 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |