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 10-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 | $4,383 | $45,035-90.3% | $62,995-93.0% | $70,131-93.7% |
| Participation rate | 7.7% | 69.5%-61.8pp | 74.8%-67.1pp | 69.5%-61.8pp |
| Annual return | 90.85% | 18.76%+72.1pp | 87.57%+3.3pp | 73.14%+17.7pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $183 | $2,465-92.6% | $3,329-94.5% | $3,332-94.5% |
| Admin fee / account holder | $107 | $2,834-96.2% | $3,600-97.0% | $4,645-97.7% |