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 | $6,158 | $157,256-96.1% | $141,162-95.6% | $152,861-96.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 417.55% | 64.32%+353.2pp | 71.39%+346.2pp | 345.32%+72.2pp |
| Employer contribution / active EE | $1,599 | $5,261-69.6% | $4,735-66.2% | $4,762-66.4% |
| Participant deferral / active EE | $2,035 | $7,109-71.4% | $6,709-69.7% | $5,850-65.2% |
| Admin fee / account holder | $59 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |