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 4-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 | $1,287 | $158,398-99.2% | $126,539-99.0% | $142,382-99.1% |
| Participation rate | 10.0% | 75.8%-65.8pp | 69.8%-59.8pp | 80.1%-70.1pp |
| Annual return | 17.52% | 593.76%-576.2pp | 425.95%-408.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5 | $4,767-99.9% | $4,083-99.9% | $6,507-99.9% |
| Admin fee / account holder | $5 | $6,918-99.9% | $6,065-99.9% | $12,624-100.0% |