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 | $2,952 | $107,452-97.3% | $91,541-96.8% | $142,382-97.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 22.52% | 22.06%+0.5pp | 20.50%+2.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $243 | $2,994-91.9% | $2,505-90.3% | $4,299-94.4% |
| Participant deferral / active EE | $296 | $4,754-93.8% | $4,008-92.6% | $6,507-95.5% |
| Admin fee / account holder | $17 | $8,834-99.8% | $6,956-99.8% | $12,624-99.9% |