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 | $3,399 | $100,852-96.6% | $90,404-96.2% | $158,922-97.9% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 42.01% | 1724.20%-1682.2pp | 1293.02%-1251.0pp | 302.83%-260.8pp |
| Employer contribution / active EE | $384 | $3,689-89.6% | $3,262-88.2% | $4,761-91.9% |
| Participant deferral / active EE | $641 | $4,348-85.2% | $3,963-83.8% | $5,982-89.3% |
| Admin fee / account holder | $21 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |