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 9-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 | $10,913 | $64,348-83.0% | $90,160-87.9% | $70,131-84.4% |
| Participation rate | 37.5% | 70.4%-32.9pp | 76.9%-39.4pp | 69.5%-32.0pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.88%-34.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $911 | $2,046-55.5% | $3,318-72.5% | $2,342-61.1% |
| Participant deferral / active EE | $1,209 | $4,389-72.4% | $5,288-77.1% | $3,332-63.7% |
| Admin fee / account holder | $76 | $3,944-98.1% | $5,943-98.7% | $4,645-98.4% |