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 | $17,362 | $99,985-82.6% | $146,665-88.2% | $85,850-79.8% |
| Participation rate | 23.1% | 73.1%-50.0pp | 80.1%-57.0pp | 69.3%-46.2pp |
| Annual return | 88.94% | 18.93%+70.0pp | 22.74%+66.2pp | 318.53%-229.6pp |
| Employer contribution / active EE | $863 | $2,559-66.3% | $4,136-79.1% | $2,565-66.4% |
| Participant deferral / active EE | $869 | $4,006-78.3% | $5,506-84.2% | $3,952-78.0% |
| Admin fee / account holder | $63 | $7,702-99.2% | $10,280-99.4% | $6,260-99.0% |