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 | $9,091 | $159,901-94.3% | $146,958-93.8% | $145,922-93.8% |
| Participation rate | 46.2% | 84.0%-37.8pp | 82.2%-36.0pp | 80.3%-34.1pp |
| Annual return | 111.98% | 98.13%+13.8pp | 418.34%-306.4pp | 561.29%-449.3pp |
| Employer contribution / active EE | $1,830 | $5,286-65.4% | $4,933-62.9% | $4,660-60.7% |
| Participant deferral / active EE | $2,304 | $8,428-72.7% | $8,070-71.4% | $6,688-65.5% |
| Admin fee / account holder | $31 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |