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 | $82 | $57,281-99.9% | $86,612-99.9% | $75,163-99.9% |
| Participation rate | 63.0% | 63.2%-0.2pp | 71.7%-8.7pp | 67.2%-4.2pp |
| Annual return | 15.34% | 2670.75%-2655.4pp | 591.07%-575.7pp | 160.62%-145.3pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $15 | $3,318-99.5% | $4,438-99.7% | $4,125-99.6% |
| Admin fee / account holder | $5 | $4,112-99.9% | $5,614-99.9% | $5,651-99.9% |