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 9-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 | $29,830 | $160,055-81.4% | $140,016-78.7% | $135,375-78.0% |
| Participation rate | 46.7% | 88.5%-41.9pp | 87.5%-40.8pp | 82.6%-36.0pp |
| Annual return | 16.98% | 911.38%-894.4pp | 651.12%-634.1pp | 519.73%-502.8pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $90 | $7,642-98.8% | $6,927-98.7% | $5,609-98.4% |
| Admin fee / account holder | $203 | $13,328-98.5% | $10,705-98.1% | $10,827-98.1% |