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 | $4,881 | $70,669-93.1% | $169,368-97.1% | $75,163-93.5% |
| Participation rate | 45.2% | 64.8%-19.6pp | 77.1%-32.0pp | 67.2%-22.0pp |
| Annual return | 47.34% | 36.36%+11.0pp | 405.60%-358.3pp | 160.62%-113.3pp |
| Employer contribution / active EE | $661 | $2,211-70.1% | $4,013-83.5% | $2,670-75.2% |
| Participant deferral / active EE | $1,259 | $4,311-70.8% | $6,221-79.8% | $4,125-69.5% |
| Admin fee / account holder | $4 | $5,402-99.9% | $9,003-100.0% | $5,651-99.9% |