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 6-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 | $5,694 | $156,846-96.4% | $121,098-95.3% | $139,434-95.9% |
| Participation rate | 12.5% | 76.4%-63.9pp | 69.5%-57.0pp | 80.3%-67.8pp |
| Annual return | 13.93% | 1474.56%-1460.6pp | 985.75%-971.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $163 | $4,844-96.6% | $4,080-96.0% | $6,710-97.6% |
| Admin fee / account holder | $64 | $6,946-99.1% | $5,644-98.9% | $11,403-99.4% |