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 5-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 | $5,185 | $109,413-95.3% | $156,263-96.7% | $84,808-93.9% |
| Participation rate | 62.5% | 72.7%-10.2pp | 78.9%-16.4pp | 68.3%-5.8pp |
| Annual return | 13.56% | 20.18%-6.6pp | 59.47%-45.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $818 | $4,590-82.2% | $6,158-86.7% | $4,212-80.6% |
| Admin fee / account holder | $200 | $9,357-97.9% | $14,255-98.6% | $7,344-97.3% |