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 | $7,045 | $86,286-91.8% | $111,297-93.7% | $85,850-91.8% |
| Participation rate | 20.5% | 73.3%-52.9pp | 77.3%-56.9pp | 69.3%-48.9pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.65%-54.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $591 | $2,043-71.1% | $2,731-78.4% | $2,565-77.0% |
| Participant deferral / active EE | $837 | $3,641-77.0% | $4,487-81.3% | $3,952-78.8% |
| Admin fee / account holder | $251 | $8,188-96.9% | $7,964-96.8% | $6,260-96.0% |