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 8-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 | $8,536 | $86,286-90.1% | $111,297-92.3% | $85,850-90.1% |
| Participation rate | 38.2% | 73.3%-35.1pp | 77.3%-39.1pp | 69.3%-31.1pp |
| Annual return | 28.38% | 19.99%+8.4pp | 54.65%-26.3pp | 318.53%-290.2pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,106 | $3,641-69.6% | $4,487-75.3% | $3,952-72.0% |
| Admin fee / account holder | $292 | $8,188-96.4% | $7,964-96.3% | $6,260-95.3% |