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 | $2,628 | $109,817-97.6% | $98,442-97.3% | $167,490-98.4% |
| Participation rate | 63.6% | 75.8%-12.2pp | 73.3%-9.7pp | 82.1%-18.5pp |
| Annual return | 13.59% | 1956.69%-1943.1pp | 1492.73%-1479.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $401 | $3,224-87.6% | $2,960-86.4% | $4,837-91.7% |
| Participant deferral / active EE | $542 | $4,673-88.4% | $4,276-87.3% | $6,341-91.5% |
| Admin fee / account holder | $104 | $6,753-98.5% | $5,949-98.2% | $12,309-99.2% |