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 | $2,668 | $56,114-95.2% | $96,139-97.2% | $85,850-96.9% |
| Participation rate | 6.5% | 56.7%-50.2pp | 68.4%-61.9pp | 69.3%-62.8pp |
| Annual return | 25.75% | 42.30%-16.6pp | 191.94%-166.2pp | 318.53%-292.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $131 | $2,859-95.4% | $4,349-97.0% | $3,952-96.7% |
| Admin fee / account holder | $6 | $3,768-99.8% | $5,537-99.9% | $6,260-99.9% |