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 | $13,920 | $97,757-85.8% | $83,848-83.4% | $135,375-89.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -5.12% | 1287.37%-1292.5pp | 850.88%-856.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $702 | $4,222-83.4% | $3,631-80.7% | $4,779-85.3% |
| Participant deferral / active EE | $376 | $4,682-92.0% | $4,082-90.8% | $5,609-93.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |