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 | $1,546 | $72,012-97.9% | $185,823-99.2% | $79,858-98.1% |
| Participation rate | 3.4% | 65.8%-62.3pp | 78.0%-74.6pp | 69.6%-66.2pp |
| Annual return | 37.01% | 23.12%+13.9pp | 35.95%+1.1pp | 31.71%+5.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $33 | $3,779-99.1% | $5,632-99.4% | $3,740-99.1% |
| Admin fee / account holder | $16 | $4,513-99.7% | $9,500-99.8% | $5,306-99.7% |