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 3-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 | $4,445 | $102,604-95.7% | $86,188-94.8% | $139,434-96.8% |
| Participation rate | 63.6% | 74.5%-10.9pp | 69.0%-5.3pp | 80.3%-16.7pp |
| Annual return | 28.97% | 1922.51%-1893.5pp | 1168.45%-1139.5pp | 372.94%-344.0pp |
| Employer contribution / active EE | $555 | $3,032-81.7% | $2,380-76.7% | $4,751-88.3% |
| Participant deferral / active EE | $757 | $4,676-83.8% | $3,985-81.0% | $6,710-88.7% |
| Admin fee / account holder | $7 | $8,657-99.9% | $6,852-99.9% | $11,403-99.9% |