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 | $2,372 | $89,355-97.3% | $141,162-98.3% | $72,985-96.8% |
| Participation rate | 56.0% | 75.1%-19.1pp | 82.5%-26.5pp | 69.5%-13.5pp |
| Annual return | 150.71% | 111.85%+38.9pp | 71.39%+79.3pp | 81.00%+69.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,176 | $5,418-78.3% | $6,709-82.5% | $3,607-67.4% |
| Admin fee / account holder | $5 | $5,958-99.9% | $10,261-99.9% | $5,124-99.9% |