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 6-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 | $80 | $56,317-99.9% | $71,209-99.9% | $74,304-99.9% |
| Participation rate | 19.8% | 55.1%-35.3pp | 73.8%-53.9pp | 60.3%-40.5pp |
| Annual return | 29.41% | 42.83%-13.4pp | 282.51%-253.1pp | 29.43%0pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $17 | $2,788-99.4% | $4,175-99.6% | $3,767-99.6% |
| Admin fee / account holder | $3 | $2,290-99.8% | $5,349-99.9% | $2,969-99.9% |