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 7-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 | $2,216 | $117,983-98.1% | $101,794-97.8% | $142,382-98.4% |
| Participation rate | 15.0% | 74.2%-59.2pp | 69.2%-54.2pp | 80.1%-65.1pp |
| Annual return | 28.26% | 36.92%-8.7pp | 30.53%-2.3pp | 217.08%-188.8pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $280 | $4,714-94.1% | $4,084-93.1% | $6,507-95.7% |
| Admin fee / account holder | $225 | $10,433-97.8% | $8,777-97.4% | $12,624-98.2% |