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 7-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 | $9,195 | $60,124-84.7% | $90,404-89.8% | $79,858-88.5% |
| Participation rate | 20.3% | 65.0%-44.7pp | 72.7%-52.4pp | 69.6%-49.4pp |
| Annual return | 12.99% | 71.94%-59.0pp | 1293.02%-1280.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $215 | $2,938-92.7% | $3,963-94.6% | $3,740-94.2% |
| Admin fee / account holder | $157 | $3,976-96.1% | $5,611-97.2% | $5,306-97.0% |