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 6-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 | $1,499 | $209,832-99.3% | $189,513-99.2% | $167,490-99.1% |
| Participation rate | 25.0% | 88.7%-63.7pp | 87.8%-62.8pp | 82.1%-57.1pp |
| Annual return | 18.30% | 748.27%-730.0pp | 555.15%-536.9pp | 478.56%-460.3pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $233 | $8,935-97.4% | $8,221-97.2% | $6,341-96.3% |
| Admin fee / account holder | $5 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |