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 | $2,788 | $51,576-94.6% | $129,207-97.8% | $80,856-96.6% |
| Participation rate | 4.7% | 57.0%-52.3pp | 69.6%-65.0pp | 67.6%-63.0pp |
| Annual return | 26.43% | 20.81%+5.6pp | 9417.33%-9390.9pp | 35.59%-9.2pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $73 | $2,669-97.3% | $4,168-98.2% | $4,296-98.3% |
| Admin fee / account holder | $10 | $4,305-99.8% | $7,715-99.9% | $6,918-99.9% |