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 4-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 | $4,523 | $65,561-93.1% | $86,188-94.8% | $75,163-94.0% |
| Participation rate | 38.2% | 60.5%-22.3pp | 69.0%-30.8pp | 67.2%-29.0pp |
| Annual return | 24.63% | 46.05%-21.4pp | 1168.45%-1143.8pp | 160.62%-136.0pp |
| Employer contribution / active EE | $530 | $1,553-65.9% | $2,380-77.7% | $2,670-80.2% |
| Participant deferral / active EE | $676 | $3,024-77.6% | $3,985-83.0% | $4,125-83.6% |
| Admin fee / account holder | $190 | $5,474-96.5% | $6,852-97.2% | $5,651-96.6% |