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 | $809 | $54,705-98.5% | $71,209-98.9% | $84,808-99.0% |
| Participation rate | 11.3% | 64.1%-52.7pp | 73.8%-62.4pp | 68.3%-57.0pp |
| Annual return | 25.12% | 35.90%-10.8pp | 282.51%-257.4pp | 40.90%-15.8pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $55 | $3,030-98.2% | $4,175-98.7% | $4,212-98.7% |
| Admin fee / account holder | $186 | $4,863-96.2% | $5,349-96.5% | $7,344-97.5% |