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 4-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 | $3,513 | $175,202-98.0% | $149,673-97.7% | $139,434-97.5% |
| Participation rate | 29.2% | 83.4%-54.2pp | 78.8%-49.6pp | 80.3%-51.2pp |
| Annual return | 27.12% | 166.71%-139.6pp | 134.42%-107.3pp | 372.94%-345.8pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $724 | $6,519-88.9% | $5,680-87.2% | $6,710-89.2% |
| Admin fee / account holder | $138 | $16,150-99.1% | $13,210-99.0% | $11,403-98.8% |