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 | $7,014 | $109,817-93.6% | $98,442-92.9% | $167,490-95.8% |
| Participation rate | 41.2% | 75.8%-34.6pp | 73.3%-32.2pp | 82.1%-40.9pp |
| Annual return | 18.26% | 1956.69%-1938.4pp | 1492.73%-1474.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $308 | $3,224-90.4% | $2,960-89.6% | $4,837-93.6% |
| Participant deferral / active EE | $751 | $4,673-83.9% | $4,276-82.4% | $6,341-88.2% |
| Admin fee / account holder | $50 | $6,753-99.3% | $5,949-99.2% | $12,309-99.6% |