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 8-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 | $2,682 | $183,963-98.5% | $162,163-98.3% | $152,861-98.2% |
| Participation rate | 14.3% | 88.5%-74.2pp | 87.6%-73.3pp | 82.4%-68.2pp |
| Annual return | 19.24% | 150.76%-131.5pp | 115.59%-96.3pp | 345.32%-326.1pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $103 | $8,034-98.7% | $7,298-98.6% | $5,850-98.2% |
| Admin fee / account holder | $125 | $13,121-99.0% | $10,843-98.8% | $11,596-98.9% |