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 | $21,359 | $98,750-78.4% | $149,696-85.7% | $79,858-73.3% |
| Participation rate | 3.3% | 75.8%-72.4pp | 82.5%-79.1pp | 69.6%-66.3pp |
| Annual return | 33.33% | 27.43%+5.9pp | 276.60%-243.3pp | 31.71%+1.6pp |
| Employer contribution / active EE | $867 | $3,216-73.1% | $4,644-81.3% | $2,471-64.9% |
| Participant deferral / active EE | $867 | $5,680-84.7% | $6,842-87.3% | $3,740-76.8% |
| Admin fee / account holder | $201 | $6,053-96.7% | $9,309-97.8% | $5,306-96.2% |