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 | $20,089 | $202,318-90.1% | $172,739-88.4% | $152,861-86.9% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 32.02% | 1029.65%-997.6pp | 802.84%-770.8pp | 345.32%-313.3pp |
| Employer contribution / active EE | $1,270 | $5,856-78.3% | $5,143-75.3% | $4,762-73.3% |
| Participant deferral / active EE | $1,588 | $5,948-73.3% | $5,198-69.5% | $5,850-72.9% |
| Admin fee / account holder | $57 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |