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 | $6,023 | $110,257-94.5% | $96,544-93.8% | $139,434-95.7% |
| Participation rate | 46.2% | 78.1%-31.9pp | 76.0%-29.8pp | 80.3%-34.2pp |
| Annual return | 27.32% | 26.32%+1.0pp | 25.84%+1.5pp | 372.94%-345.6pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,474 | $5,548-73.4% | $4,851-69.6% | $6,710-78.0% |
| Admin fee / account holder | $77 | $11,591-99.3% | $8,252-99.1% | $11,403-99.3% |