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 | $4,086 | $189,613-97.8% | $167,512-97.6% | $142,382-97.1% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 25.35% | 2024.68%-1999.3pp | 1615.79%-1590.4pp | 217.08%-191.7pp |
| Employer contribution / active EE | $539 | $4,349-87.6% | $3,882-86.1% | $4,299-87.5% |
| Participant deferral / active EE | $862 | $6,981-87.7% | $6,405-86.5% | $6,507-86.8% |
| Admin fee / account holder | $38 | $10,528-99.6% | $9,769-99.6% | $12,624-99.7% |