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 8-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 | $4,890 | $183,963-97.3% | $162,163-97.0% | $152,861-96.8% |
| Participation rate | 31.6% | 88.5%-56.9pp | 87.6%-56.0pp | 82.4%-50.9pp |
| Annual return | 38.42% | 150.76%-112.3pp | 115.59%-77.2pp | 345.32%-306.9pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $882 | $8,034-89.0% | $7,298-87.9% | $5,850-84.9% |
| Admin fee / account holder | $29 | $13,121-99.8% | $10,843-99.7% | $11,596-99.7% |