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 7-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 | $3,895 | $96,305-96.0% | $80,569-95.2% | $139,434-97.2% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 15.53% | 1350.08%-1334.6pp | 935.43%-919.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $52 | $5,232-99.0% | $4,447-98.8% | $6,710-99.2% |
| Admin fee / account holder | $11 | $6,599-99.8% | $5,377-99.8% | $11,403-99.9% |