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 | $3,508 | $85,202-95.9% | $172,739-98.0% | $72,985-95.2% |
| Participation rate | 46.2% | 70.1%-23.9pp | 82.6%-36.5pp | 69.5%-23.3pp |
| Annual return | 28.28% | 27.32%+1.0pp | 802.84%-774.6pp | 81.00%-52.7pp |
| Employer contribution / active EE | $541 | $3,324-83.7% | $5,143-89.5% | $2,440-77.8% |
| Participant deferral / active EE | $555 | $3,260-83.0% | $5,198-89.3% | $3,607-84.6% |
| Admin fee / account holder | $53 | $5,884-99.1% | $13,954-99.6% | $5,124-99.0% |