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 3-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 | $6,723 | $189,613-96.5% | $167,512-96.0% | $142,382-95.3% |
| Participation rate | 69.2% | 80.1%-10.9pp | 77.1%-7.8pp | 80.1%-10.9pp |
| Annual return | 16.68% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,135 | $4,349-73.9% | $3,882-70.8% | $4,299-73.6% |
| Participant deferral / active EE | $719 | $6,981-89.7% | $6,405-88.8% | $6,507-88.9% |
| Admin fee / account holder | $56 | $10,528-99.5% | $9,769-99.4% | $12,624-99.6% |