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 | $9,027 | $102,317-91.2% | $146,958-93.9% | $80,856-88.8% |
| Participation rate | 55.7% | 75.8%-20.1pp | 82.2%-26.4pp | 67.6%-11.9pp |
| Annual return | 20.39% | 134.76%-114.4pp | 418.34%-397.9pp | 35.59%-15.2pp |
| Employer contribution / active EE | $904 | $3,713-75.7% | $4,933-81.7% | $2,755-67.2% |
| Participant deferral / active EE | $1,615 | $6,644-75.7% | $8,070-80.0% | $4,296-62.4% |
| Admin fee / account holder | $171 | $7,941-97.8% | $12,998-98.7% | $6,918-97.5% |