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 | $11,990 | $52,406-77.1% | $129,207-90.7% | $74,495-83.9% |
| Participation rate | 3.4% | 53.8%-50.4pp | 69.6%-66.2pp | 67.2%-63.8pp |
| Annual return | 29.36% | 15.66%+13.7pp | 9417.33%-9388.0pp | 1364.94%-1335.6pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $88 | $2,794-96.9% | $4,168-97.9% | $4,346-98.0% |
| Admin fee / account holder | $101 | $2,633-96.2% | $7,715-98.7% | $1,942-94.8% |