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 5-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 | $25,515 | $79,700-68.0% | $153,485-83.4% | $74,495-65.7% |
| Participation rate | 15.4% | 69.8%-54.4pp | 77.1%-61.7pp | 67.2%-51.8pp |
| Annual return | 15.37% | 15.07%+0.3pp | 15.65%-0.3pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $0 | $4,016-100.0% | $5,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $838 | $5,315-84.2% | $6,757-87.6% | $4,346-80.7% |
| Admin fee / account holder | $222 | $1,790-87.6% | $12,724-98.3% | $1,942-88.6% |