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 | $10,721 | $103,376-89.6% | $87,100-87.7% | $152,861-93.0% |
| Participation rate | 26.1% | 79.3%-53.3pp | 76.9%-50.8pp | 82.4%-56.4pp |
| Annual return | 535.79% | 28.10%+507.7pp | 28.19%+507.6pp | 345.32%+190.5pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $921 | $4,778-80.7% | $4,049-77.3% | $5,850-84.3% |
| Admin fee / account holder | $57 | $12,205-99.5% | $7,497-99.2% | $11,596-99.5% |