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 | $3,317 | $34,308-90.3% | $74,701-95.6% | $72,985-95.5% |
| Participation rate | 10.8% | 42.4%-31.6pp | 54.5%-43.6pp | 69.5%-58.7pp |
| Annual return | 46.53% | 26.58%+19.9pp | 752.92%-706.4pp | 81.00%-34.5pp |
| Employer contribution / active EE | $119 | $692-82.8% | $1,084-89.1% | $2,440-95.1% |
| Participant deferral / active EE | $246 | $1,271-80.7% | $1,964-87.5% | $3,607-93.2% |
| Admin fee / account holder | $118 | $2,124-94.5% | $3,333-96.5% | $5,124-97.7% |