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 | $4,464 | $72,400-93.8% | $67,502-93.4% | $145,922-96.9% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 60.00% | 7182.46%-7122.5pp | 3512.12%-3452.1pp | 561.29%-501.3pp |
| Employer contribution / active EE | $744 | $3,069-75.8% | $2,731-72.8% | $4,660-84.0% |
| Participant deferral / active EE | $744 | $4,783-84.4% | $4,000-81.4% | $6,688-88.9% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |