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 | $5,602 | $34,308-83.7% | $74,701-92.5% | $72,985-92.3% |
| Participation rate | 3.8% | 42.4%-38.6pp | 54.5%-50.7pp | 69.5%-65.7pp |
| Annual return | 28.22% | 26.58%+1.6pp | 752.92%-724.7pp | 81.00%-52.8pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $168 | $1,271-86.8% | $1,964-91.5% | $3,607-95.4% |
| Admin fee / account holder | $86 | $2,124-96.0% | $3,333-97.4% | $5,124-98.3% |