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 7-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 | $4,075 | $60,124-93.2% | $90,404-95.5% | $79,858-94.9% |
| Participation rate | 23.3% | 65.0%-41.6pp | 72.7%-49.3pp | 69.6%-46.3pp |
| Annual return | 95.59% | 71.94%+23.6pp | 1293.02%-1197.4pp | 31.71%+63.9pp |
| Employer contribution / active EE | $223 | $2,068-89.2% | $3,262-93.2% | $2,471-91.0% |
| Participant deferral / active EE | $500 | $2,938-83.0% | $3,963-87.4% | $3,740-86.6% |
| Admin fee / account holder | $101 | $3,976-97.5% | $5,611-98.2% | $5,306-98.1% |