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 6-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 | $6,321 | $69,477-90.9% | $94,646-93.3% | $71,457-91.2% |
| Participation rate | 28.3% | 78.4%-50.2pp | 80.8%-52.5pp | 67.9%-39.6pp |
| Annual return | 73.44% | 29.66%+43.8pp | 156.71%-83.3pp | 28.85%+44.6pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,199 | $7,345-83.7% | $7,418-83.8% | $4,289-72.0% |
| Admin fee / account holder | $122 | $1,210-89.9% | $7,231-98.3% | $1,587-92.3% |