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 | $4,686 | $89,753-94.8% | $107,525-95.6% | $84,808-94.5% |
| Participation rate | 14.1% | 68.1%-53.9pp | 75.1%-60.9pp | 68.3%-54.2pp |
| Annual return | 35.45% | 29.48%+6.0pp | 181.32%-145.9pp | 40.90%-5.5pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $572 | $4,056-85.9% | $5,116-88.8% | $4,212-86.4% |
| Admin fee / account holder | $263 | $7,222-96.4% | $8,919-97.1% | $7,344-96.4% |