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 4-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 | $1,609 | $49,922-96.8% | $80,569-98.0% | $75,163-97.9% |
| Participation rate | 65.4% | 55.3%+10.1pp | 67.0%-1.6pp | 67.2%-1.8pp |
| Annual return | 30.78% | 34.69%-3.9pp | 935.43%-904.6pp | 160.62%-129.8pp |
| Employer contribution / active EE | $408 | $1,698-76.0% | $2,723-85.0% | $2,670-84.7% |
| Participant deferral / active EE | $445 | $2,990-85.1% | $4,447-90.0% | $4,125-89.2% |
| Admin fee / account holder | $11 | $3,577-99.7% | $5,377-99.8% | $5,651-99.8% |