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 3-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 | $18,800 | $214,378-91.2% | $200,582-90.6% | $142,382-86.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 25.30% | 46.41%-21.1pp | 42.33%-17.0pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,072 | $6,841-69.7% | $6,419-67.7% | $4,299-51.8% |
| Participant deferral / active EE | $2,325 | $9,865-76.4% | $9,331-75.1% | $6,507-64.3% |
| Admin fee / account holder | $95 | $17,692-99.5% | $16,305-99.4% | $12,624-99.2% |