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 3-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 | $3,633 | $48,795-92.6% | $65,493-94.5% | $84,808-95.7% |
| Participation rate | 7.0% | 67.0%-60.0pp | 73.1%-66.1pp | 68.3%-61.3pp |
| Annual return | 61.92% | 20.20%+41.7pp | 982.45%-920.5pp | 40.90%+21.0pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $200 | $2,928-93.2% | $3,961-95.0% | $4,212-95.3% |
| Admin fee / account holder | $90 | $3,877-97.7% | $5,028-98.2% | $7,344-98.8% |