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 | $2,025 | $100,852-98.0% | $90,404-97.8% | $158,922-98.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 21.19% | 1724.20%-1703.0pp | 1293.02%-1271.8pp | 302.83%-281.6pp |
| Employer contribution / active EE | $227 | $3,689-93.8% | $3,262-93.0% | $4,761-95.2% |
| Participant deferral / active EE | $454 | $4,348-89.6% | $3,963-88.5% | $5,982-92.4% |
| Admin fee / account holder | $14 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |