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 | $3,494 | $53,516-93.5% | $126,539-97.2% | $84,808-95.9% |
| Participation rate | 43.2% | 58.2%-15.1pp | 69.8%-26.6pp | 68.3%-25.1pp |
| Annual return | 24.02% | 58.34%-34.3pp | 425.95%-401.9pp | 40.90%-16.9pp |
| Employer contribution / active EE | $343 | $1,535-77.7% | $3,674-90.7% | $2,631-87.0% |
| Participant deferral / active EE | $670 | $2,671-74.9% | $4,083-83.6% | $4,212-84.1% |
| Admin fee / account holder | $17 | $4,497-99.6% | $6,065-99.7% | $7,344-99.8% |