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 | $4,475 | $89,753-95.0% | $107,525-95.8% | $84,808-94.7% |
| Participation rate | 20.0% | 68.1%-48.1pp | 75.1%-55.1pp | 68.3%-48.3pp |
| Annual return | 19.20% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $668 | $4,056-83.5% | $5,116-86.9% | $4,212-84.1% |
| Admin fee / account holder | $108 | $7,222-98.5% | $8,919-98.8% | $7,344-98.5% |