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 3-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 | $8,539 | $189,613-95.5% | $167,512-94.9% | $142,382-94.0% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 21.72% | 2024.68%-2003.0pp | 1615.79%-1594.1pp | 217.08%-195.4pp |
| Employer contribution / active EE | $510 | $4,349-88.3% | $3,882-86.9% | $4,299-88.1% |
| Participant deferral / active EE | $1,083 | $6,981-84.5% | $6,405-83.1% | $6,507-83.4% |
| Admin fee / account holder | $108 | $10,528-99.0% | $9,769-98.9% | $12,624-99.1% |