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 4-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 | $3,495 | $53,516-93.5% | $126,539-97.2% | $84,808-95.9% |
| Participation rate | 3.1% | 58.2%-55.1pp | 69.8%-66.7pp | 68.3%-65.2pp |
| Annual return | 21.43% | 58.34%-36.9pp | 425.95%-404.5pp | 40.90%-19.5pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3 | $2,671-99.9% | $4,083-99.9% | $4,212-99.9% |
| Admin fee / account holder | $14 | $4,497-99.7% | $6,065-99.8% | $7,344-99.8% |