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 7-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 | $11,579 | $124,185-90.7% | $108,410-89.3% | $167,490-93.1% |
| Participation rate | 40.0% | 82.3%-42.3pp | 80.1%-40.1pp | 82.1%-42.1pp |
| Annual return | 32.06% | 1379.64%-1347.6pp | 905.27%-873.2pp | 478.56%-446.5pp |
| Employer contribution / active EE | $1,058 | $4,187-74.7% | $3,558-70.3% | $4,837-78.1% |
| Participant deferral / active EE | $1,058 | $6,908-84.7% | $6,563-83.9% | $6,341-83.3% |
| Admin fee / account holder | $7 | $9,455-99.9% | $7,295-99.9% | $12,309-99.9% |