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 | $4,936 | $100,852-95.1% | $90,404-94.5% | $158,922-96.9% |
| Participation rate | 13.0% | 75.0%-62.0pp | 72.7%-59.6pp | 82.0%-68.9pp |
| Annual return | 697.28% | 1724.20%-1026.9pp | 1293.02%-595.7pp | 302.83%+394.5pp |
| Employer contribution / active EE | $284 | $3,689-92.3% | $3,262-91.3% | $4,761-94.0% |
| Participant deferral / active EE | $685 | $4,348-84.3% | $3,963-82.7% | $5,982-88.6% |
| Admin fee / account holder | $197 | $6,501-97.0% | $5,611-96.5% | $11,246-98.2% |