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 | $3,218 | $111,754-97.1% | $103,333-96.9% | $145,922-97.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 20.18% | 24.77%-4.6pp | 24.88%-4.7pp | 561.29%-541.1pp |
| Employer contribution / active EE | $1,015 | $4,212-75.9% | $3,868-73.8% | $4,660-78.2% |
| Participant deferral / active EE | $1,118 | $5,619-80.1% | $5,057-77.9% | $6,688-83.3% |
| Admin fee / account holder | $14 | $9,750-99.9% | $8,355-99.8% | $13,397-99.9% |