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 8-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 | $14,379 | $202,318-92.9% | $172,739-91.7% | $152,861-90.6% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.4%-38.0pp |
| Annual return | 28.89% | 1029.65%-1000.8pp | 802.84%-773.9pp | 345.32%-316.4pp |
| Employer contribution / active EE | $1,375 | $5,856-76.5% | $5,143-73.3% | $4,762-71.1% |
| Participant deferral / active EE | $1,733 | $5,948-70.9% | $5,198-66.7% | $5,850-70.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |