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 10-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 | $23,290 | $203,436-88.6% | $152,466-84.7% | $167,490-86.1% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.2%-18.2pp | 82.1%-22.1pp |
| Annual return | 13.10% | 13.80%-0.7pp | 757.33%-744.2pp | 478.56%-465.5pp |
| Employer contribution / active EE | $0 | $5,220-100.0% | $4,327-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $312 | $6,716-95.4% | $5,820-94.6% | $6,341-95.1% |
| Admin fee / account holder | $20 | $22,506-99.9% | $15,805-99.9% | $12,309-99.8% |