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 | $1,715 | $45,073-96.2% | $69,455-97.5% | $72,985-97.7% |
| Participation rate | 6.1% | 68.5%-62.4pp | 74.6%-68.5pp | 69.5%-63.4pp |
| Annual return | 29.52% | 22.65%+6.9pp | 28.97%+0.6pp | 81.00%-51.5pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $46 | $2,602-98.2% | $3,535-98.7% | $3,607-98.7% |
| Admin fee / account holder | $5 | $3,056-99.8% | $3,839-99.9% | $5,124-99.9% |