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 | $15,529 | $53,053-70.7% | $126,539-87.7% | $74,304-79.1% |
| Participation rate | 2.5% | 48.0%-45.5pp | 69.8%-67.3pp | 60.3%-57.8pp |
| Annual return | 15.22% | 29.46%-14.2pp | 425.95%-410.7pp | 29.43%-14.2pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $87 | $2,303-96.2% | $4,083-97.9% | $3,767-97.7% |
| Admin fee / account holder | $119 | $3,698-96.8% | $6,065-98.0% | $2,969-96.0% |