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 | $5,820 | $100,852-94.2% | $90,404-93.6% | $158,922-96.3% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | 28.71% | 1724.20%-1695.5pp | 1293.02%-1264.3pp | 302.83%-274.1pp |
| Employer contribution / active EE | $150 | $3,689-95.9% | $3,262-95.4% | $4,761-96.8% |
| Participant deferral / active EE | $150 | $4,348-96.5% | $3,963-96.2% | $5,982-97.5% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |