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 6-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 | $2,443 | $79,449-96.9% | $189,557-98.7% | $85,850-97.2% |
| Participation rate | 11.1% | 66.0%-54.9pp | 78.4%-67.3pp | 69.3%-58.2pp |
| Annual return | 13.80% | 18.45%-4.6pp | 64.17%-50.4pp | 318.53%-304.7pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $222 | $4,051-94.5% | $6,174-96.4% | $3,952-94.4% |
| Admin fee / account holder | $69 | $5,377-98.7% | $9,807-99.3% | $6,260-98.9% |