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 | $8,031 | $76,050-89.4% | $96,544-91.7% | $71,457-88.8% |
| Participation rate | 34.0% | 74.4%-40.4pp | 76.0%-42.0pp | 67.9%-34.0pp |
| Annual return | 121.54% | 22.81%+98.7pp | 25.84%+95.7pp | 28.85%+92.7pp |
| Employer contribution / active EE | $829 | $2,244-63.1% | $2,965-72.1% | $2,588-68.0% |
| Participant deferral / active EE | $1,554 | $4,215-63.1% | $4,851-68.0% | $4,289-63.8% |
| Admin fee / account holder | $61 | $2,707-97.7% | $8,252-99.3% | $1,587-96.2% |