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 | $917 | $30,400-97.0% | $53,898-98.3% | $84,808-98.9% |
| Participation rate | 58.6% | 46.4%+12.2pp | 55.0%+3.7pp | 68.3%-9.7pp |
| Annual return | 30.09% | 500.19%-470.1pp | 528.60%-498.5pp | 40.90%-10.8pp |
| Employer contribution / active EE | $140 | $603-76.8% | $932-85.0% | $2,631-94.7% |
| Participant deferral / active EE | $212 | $1,199-82.3% | $1,826-88.4% | $4,212-95.0% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |